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
$1.18B
AUM Growth
-$1.17T
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$4.94M
3
+$2.86M
4
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$2.7M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.1M

Top Sells

1
+$39.1B
2
+$1.54B
3
+$1.3B
4
BLK icon
Blackrock
BLK
+$1.07B
5
STRL icon
Sterling Infrastructure
STRL
+$1.04B

Sector Composition

1 Technology 10.52%
2 Industrials 4.86%
3 Consumer Staples 4.19%
4 Financials 4.09%
5 Healthcare 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IGSB icon
226
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.3B
$1.09M 0.09%
20,839
+2,035
SRLN icon
227
State Street Blackstone Senior Loan ETF
SRLN
$6.88B
$1.09M 0.09%
26,477
+1,612
ADBE icon
228
Adobe
ADBE
$140B
$1.09M 0.09%
2,835
+347
NVO icon
229
Novo Nordisk
NVO
$209B
$1.08M 0.09%
15,570
+3,316
KNSL icon
230
Kinsale Capital Group
KNSL
$9.2B
$1.07M 0.09%
2,198
+186
SCHR icon
231
Schwab Intermediately-Term US Treasury ETF
SCHR
$11.5B
$1.07M 0.09%
42,962
+281
BIV icon
232
Vanguard Intermediate-Term Bond ETF
BIV
$25B
$1.07M 0.09%
13,914
+292
TSM icon
233
TSMC
TSM
$1.53T
$1.06M 0.09%
6,411
+1,116
ROK icon
234
Rockwell Automation
ROK
$40.4B
$1.06M 0.09%
4,097
+46
FTSD icon
235
Franklin Short Duration US Government ETF
FTSD
$250M
$1.05M 0.09%
11,618
CL icon
236
Colgate-Palmolive
CL
$61.9B
$1.05M 0.09%
11,181
+2,889
CGMS icon
237
Capital Group US Multi-Sector Income ETF
CGMS
$3.28B
$1.05M 0.09%
38,295
+1,094
FTSL icon
238
First Trust Senior Loan Fund ETF
FTSL
$2.4B
$1.04M 0.09%
22,757
+613
PH icon
239
Parker-Hannifin
PH
$97.2B
$1.04M 0.09%
1,703
+170
SCHW icon
240
Charles Schwab
SCHW
$169B
$1.03M 0.09%
13,196
-455
WPM icon
241
Wheaton Precious Metals
WPM
$43.7B
$1.02M 0.09%
13,145
-530
PJAN icon
242
Innovator US Equity Power Buffer ETF January
PJAN
$1.24B
$1.02M 0.09%
24,520
CHD icon
243
Church & Dwight Co
CHD
$20.7B
$1.01M 0.09%
9,213
+340
VGIT icon
244
Vanguard Intermediate-Term Treasury ETF
VGIT
$32.9B
$1.01M 0.09%
16,960
+281
CRWD icon
245
CrowdStrike
CRWD
$133B
$1M 0.09%
2,840
-4
SCHZ icon
246
Schwab US Aggregate Bond ETF
SCHZ
$8.95B
$1,000K 0.08%
43,159
-363
SLV icon
247
iShares Silver Trust
SLV
$23.4B
$999K 0.08%
32,245
-42
FXO icon
248
First Trust Financials AlphaDEX Fund
FXO
$2.17B
$994K 0.08%
18,754
-279
IYC icon
249
iShares US Consumer Discretionary ETF
IYC
$1.72B
$984K 0.08%
11,144
-659
XYL icon
250
Xylem
XYL
$36.6B
$969K 0.08%
8,109
+669
8 9
10
11 12