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
$1.49B
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$6.06M
3
+$3.82M
4
CLOI icon
VanEck CLO ETF
CLOI
+$3.62M
5
CGHM
Capital Group Municipal High-Income ETF
CGHM
+$3.37M

Top Sells

1
+$60.7M
2
+$12.4M
3
+$6.31M
4
PSR icon
Invesco Active US Real Estate Fund
PSR
+$2.71M
5
AVGO icon
Broadcom
AVGO
+$1.68M

Sector Composition

1 Technology 11.47%
2 Industrials 5.03%
3 Financials 3.95%
4 Healthcare 3.7%
5 Consumer Staples 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XYL icon
226
Xylem
XYL
$34.3B
$1.28M 0.09%
8,666
+240
SECT icon
227
Main Sector Rotation ETF
SECT
$2.41B
$1.26M 0.08%
20,037
-57
ADI icon
228
Analog Devices
ADI
$131B
$1.26M 0.08%
5,118
+574
BMY icon
229
Bristol-Myers Squibb
BMY
$99.9B
$1.25M 0.08%
27,812
+117
RIGS icon
230
RiverFront Strategic Income Fund
RIGS
$77.7M
$1.24M 0.08%
53,383
-4,148
BDX icon
231
Becton Dickinson
BDX
$55.1B
$1.24M 0.08%
6,631
+270
VDE icon
232
Vanguard Energy ETF
VDE
$7.33B
$1.23M 0.08%
9,752
-120
SCHV icon
233
Schwab US Large-Cap Value ETF
SCHV
$14.1B
$1.23M 0.08%
42,130
-6,664
CGMS icon
234
Capital Group US Multi-Sector Income ETF
CGMS
$3.7B
$1.21M 0.08%
43,584
+3,558
IWM icon
235
iShares Russell 2000 ETF
IWM
$71.8B
$1.2M 0.08%
4,969
-179
DHI icon
236
D.R. Horton
DHI
$46.5B
$1.2M 0.08%
7,065
-41
LNT icon
237
Alliant Energy
LNT
$17.5B
$1.18M 0.08%
17,533
+395
WFC icon
238
Wells Fargo
WFC
$269B
$1.17M 0.08%
13,972
+1,422
FVD icon
239
First Trust Value Line Dividend Fund
FVD
$8.56B
$1.16M 0.08%
25,159
-3,521
DVY icon
240
iShares Select Dividend ETF
DVY
$20.9B
$1.16M 0.08%
8,131
-28
CIBR icon
241
First Trust NASDAQ Cybersecurity ETF
CIBR
$11B
$1.15M 0.08%
15,162
+1,423
ECL icon
242
Ecolab
ECL
$78.1B
$1.15M 0.08%
4,198
-376
PML
243
PIMCO Municipal Income Fund II
PML
$508M
$1.14M 0.08%
144,234
+2,359
FDT icon
244
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
$735M
$1.14M 0.08%
+15,092
FTGC icon
245
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.2B
$1.13M 0.08%
43,791
-2,331
HELO icon
246
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.5B
$1.12M 0.08%
17,229
+6,069
FLTB icon
247
Fidelity Limited Term Bond ETF
FLTB
$324M
$1.12M 0.08%
22,046
+4,646
SCHR icon
248
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.6B
$1.12M 0.08%
44,410
+1,264
XLF icon
249
Financial Select Sector SPDR Fund
XLF
$52.2B
$1.11M 0.07%
20,671
+1,013
VOT icon
250
Vanguard Mid-Cap Growth ETF
VOT
$17.8B
$1.11M 0.07%
3,774
8 9
10
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