Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.55B
1-Year Est. Return 18.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.55B
AUM Growth
+$64.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$68.5M
2
+$26.2M
3
+$6.37M
4
ZECP icon
Zacks Earnings Consistent Portfolio ETF
ZECP
+$5.97M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$4.66M

Top Sells

1
+$4.8M
2
+$4.41M
3
+$4.39M
4
NOW icon
ServiceNow
NOW
+$3.14M
5
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$2.45M

Sector Composition

1 Technology 11.14%
2 Industrials 4.84%
3 Financials 3.89%
4 Healthcare 3.75%
5 Consumer Discretionary 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPSB icon
226
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.77B
$1.26M 0.08%
41,722
-4,148
SCHV icon
227
Schwab US Large-Cap Value ETF
SCHV
$15.6B
$1.26M 0.08%
42,553
+423
LOW icon
228
Lowe's Companies
LOW
$148B
$1.26M 0.08%
5,224
-91
BMY icon
229
Bristol-Myers Squibb
BMY
$127B
$1.26M 0.08%
23,309
-4,503
HON icon
230
Honeywell
HON
$155B
$1.25M 0.08%
6,429
+156
PECO icon
231
Phillips Edison & Co
PECO
$4.94B
$1.25M 0.08%
35,156
-3,190
FLTB icon
232
Fidelity Limited Term Bond ETF
FLTB
$361M
$1.25M 0.08%
24,679
+2,633
WPM icon
233
Wheaton Precious Metals
WPM
$74.3B
$1.25M 0.08%
10,628
-948
VRSK icon
234
Verisk Analytics
VRSK
$28.9B
$1.25M 0.08%
5,581
+104
XLF icon
235
State Street Financial Select Sector SPDR ETF
XLF
$51.5B
$1.24M 0.08%
22,674
+2,003
VDE icon
236
Vanguard Energy ETF
VDE
$9B
$1.23M 0.08%
9,752
EFA icon
237
iShares MSCI EAFE ETF
EFA
$77.8B
$1.22M 0.08%
12,677
+3,153
IGLB icon
238
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.81B
$1.21M 0.08%
24,026
-1,358
CASY icon
239
Casey's General Stores
CASY
$25.4B
$1.2M 0.08%
2,164
-126
KMB icon
240
Kimberly-Clark
KMB
$37B
$1.19M 0.08%
11,758
-494
XYL icon
241
Xylem
XYL
$31.6B
$1.16M 0.07%
8,537
-129
PAYX icon
242
Paychex
PAYX
$33.6B
$1.16M 0.07%
10,324
-296
SCHR icon
243
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.8B
$1.15M 0.07%
45,841
+1,431
GVI icon
244
iShares Intermediate Government/Credit Bond ETF
GVI
$3.99B
$1.14M 0.07%
10,644
+1,190
HGBL icon
245
Heritage Global
HGBL
$45.2M
$1.14M 0.07%
917,304
TLT icon
246
iShares 20+ Year Treasury Bond ETF
TLT
$45.7B
$1.13M 0.07%
12,931
+875
LNT icon
247
Alliant Energy
LNT
$18.6B
$1.12M 0.07%
17,239
-294
ECL icon
248
Ecolab
ECL
$86.9B
$1.12M 0.07%
4,261
+63
DVY icon
249
iShares Select Dividend ETF
DVY
$22.8B
$1.12M 0.07%
7,903
-228
MGK icon
250
Vanguard Mega Cap Growth ETF
MGK
$30.2B
$1.11M 0.07%
2,698
8 9
10
11 12