Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.6B
1-Year Est. Return 20.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$5.91M
3
+$3.8M
4
CLOI icon
VanEck CLO ETF
CLOI
+$3.61M
5
CGHM
Capital Group Municipal High-Income ETF
CGHM
+$3.29M

Top Sells

1
+$63.3M
2
+$12.3M
3
+$5.96M
4
PSR icon
Invesco Active US Real Estate Fund
PSR
+$2.71M
5
AVGO icon
Broadcom
AVGO
+$1.57M

Sector Composition

1 Technology 11.47%
2 Industrials 5.03%
3 Financials 3.98%
4 Healthcare 3.7%
5 Consumer Staples 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.4M 0.09%
3,014
-1
202
$1.4M 0.09%
62,577
-638
203
$1.39M 0.09%
45,870
+10,040
204
$1.39M 0.09%
13,373
+694
205
$1.38M 0.09%
5,477
+526
206
$1.35M 0.09%
18,875
+3,159
207
$1.35M 0.09%
25,102
-196
208
$1.35M 0.09%
10,620
+684
209
$1.35M 0.09%
4,052
-456
210
$1.34M 0.09%
11,298
+1,638
211
$1.34M 0.09%
1,677
+268
212
$1.34M 0.09%
5,315
-185
213
$1.33M 0.09%
9,235
+1,366
214
$1.32M 0.09%
13,645
215
$1.32M 0.09%
30,348
-2,464
216
$1.32M 0.09%
6,656
-191
217
$1.32M 0.09%
38,346
-463
218
$1.31M 0.09%
25,384
+532
219
$1.3M 0.09%
16,071
-1,760
220
$1.3M 0.09%
13,615
-93
221
$1.3M 0.09%
12,191
+379
222
$1.29M 0.09%
11,576
-979
223
$1.29M 0.09%
2,290
-46
224
$1.28M 0.09%
1,695
-72
225
$1.28M 0.09%
13,134
+3,878
7 8
9
10 11