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
$476M
AUM Growth
-$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$4.01M
3
+$3.97M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.94M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.7M

Top Sells

1
+$3.02M
2
+$2.99M
3
+$2.5M
4
KR icon
Kroger
KR
+$2.49M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$2.03M

Sector Composition

1 Technology 10.86%
2 Healthcare 6.46%
3 Industrials 4.66%
4 Consumer Staples 4.41%
5 Consumer Discretionary 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$540K 0.11%
13,878
-416
227
$537K 0.11%
30,303
-5,904
228
$537K 0.11%
25,287
+293
229
$535K 0.11%
4,222
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230
$534K 0.11%
22,899
+4,453
231
$533K 0.11%
9,624
-12,579
232
$530K 0.11%
9,358
-65
233
$530K 0.11%
5,672
+959
234
$522K 0.11%
32,360
-582
235
$522K 0.11%
69,465
-26,137
236
$516K 0.11%
6,977
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237
$516K 0.11%
18,754
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238
$512K 0.11%
5,783
+246
239
$512K 0.11%
5,154
+1,602
240
$507K 0.11%
5,172
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241
$506K 0.11%
8,055
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242
$500K 0.11%
24,459
-2,045
243
$490K 0.1%
59,654
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244
$485K 0.1%
993
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245
$478K 0.1%
16,630
-266
246
$468K 0.1%
12,201
247
$467K 0.1%
22,099
-446
248
$466K 0.1%
11,385
-1,968
249
$464K 0.1%
10,338
-1,212
250
$461K 0.1%
8,628
-1,415
8 9
10
11 12