Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 16.55%
This Quarter Est. Return
1 Year Est. Return
+16.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$581M
AUM Growth
+$437M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$6.19M
3
+$5.63M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$5.52M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.39M

Top Sells

1
+$828K
2
+$316K
3
+$250K
4
CELG
Celgene Corp
CELG
+$234K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$205K

Sector Composition

1 Technology 10.11%
2 Healthcare 5.24%
3 Industrials 4.84%
4 Financials 3.97%
5 Consumer Staples 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.6M 3.04%
242,088
+53,740
2
$7.3M 1.26%
379,080
+146,541
3
$7.14M 1.23%
22,144
+13,540
4
$7.02M 1.21%
+467,233
5
$6.19M 1.07%
+76,431
6
$5.63M 0.97%
+87,477
7
$5.52M 0.95%
+73,093
8
$5.39M 0.93%
+25,385
9
$5.32M 0.92%
+16,556
10
$5.3M 0.91%
57,380
+14,920
11
$5.29M 0.91%
+91,140
12
$5.29M 0.91%
+81,935
13
$5.2M 0.89%
+84,864
14
$5.11M 0.88%
+204,846
15
$5.09M 0.88%
32,318
+12,504
16
$4.87M 0.84%
+139,505
17
$4.77M 0.82%
+34,432
18
$4.65M 0.8%
37,339
+4,980
19
$4.62M 0.8%
55,066
+39,118
20
$4.46M 0.77%
101,865
+80,560
21
$4.26M 0.73%
+144,652
22
$4.01M 0.69%
+75,870
23
$4M 0.69%
+127,189
24
$3.99M 0.69%
21,936
+1,873
25
$3.91M 0.67%
31,401
+17,427
1
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