Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.32B
1-Year Est. Return 15.49%
This Quarter Est. Return
1 Year Est. Return
+15.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$3.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$941K
2
+$934K
3
+$721K
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$648K
5
KO icon
Coca-Cola
KO
+$643K

Top Sells

1
+$1.22M
2
+$989K
3
+$463K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$435K
5
AVK
Advent Convertible and Income Fund
AVK
+$424K

Sector Composition

1 Financials 8.58%
2 Technology 5.79%
3 Healthcare 4.87%
4 Consumer Staples 4.05%
5 Industrials 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.38M 4.03%
79,561
-1,170
2
$5.1M 3.23%
204,588
+9,331
3
$4.18M 2.64%
79,356
+3,038
4
$3.15M 1.99%
100,352
-1,116
5
$2.96M 1.87%
254,381
+5,387
6
$2.9M 1.83%
80,000
-96
7
$2.79M 1.76%
187,022
+13
8
$2.51M 1.58%
942,117
+33,336
9
$2.5M 1.58%
372,824
-4,136
10
$2.36M 1.49%
76,774
+6,740
11
$2.29M 1.45%
104,295
+3,850
12
$2.19M 1.39%
153,015
-1,377
13
$2.06M 1.3%
74,742
+4,395
14
$1.9M 1.2%
22,842
+3,476
15
$1.9M 1.2%
51,766
+25,679
16
$1.83M 1.16%
171,202
+2,250
17
$1.8M 1.14%
49,624
-7,516
18
$1.7M 1.08%
13,356
+197
19
$1.66M 1.05%
24,422
+1,166
20
$1.57M 0.99%
19,704
-2,741
21
$1.5M 0.95%
92,793
+1,158
22
$1.44M 0.91%
48,643
+24,415
23
$1.43M 0.9%
6,920
+1,082
24
$1.41M 0.89%
32,672
-28,228
25
$1.39M 0.88%
23,542
+1,466
1
2 3 4 5