Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.32B
1-Year Return 15.49%
This Quarter Return
-1.5%
1 Year Return
+15.49%
3 Year Return
+57.36%
5 Year Return
+98.18%
10 Year Return
+202.18%
AUM
$1.18B
AUM Growth
-$1.17T
Cap. Flow
-$51.5B
Cap. Flow %
-4,373.72%
Top 10 Hldgs %
24.15%
Holding
666
New
38
Increased
316
Reduced
212
Closed
36

Sector Composition

1 Technology 10.52%
2 Industrials 4.87%
3 Consumer Staples 4.19%
4 Financials 4.09%
5 Healthcare 3.97%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
IGSB icon
226
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.6B
$1.09M 0.09%
20,839
+2,035
+11% +$107K
SRLN icon
227
SPDR Blackstone Senior Loan ETF
SRLN
$6.97B
$1.09M 0.09%
26,477
+1,612
+6% +$66.3K
ADBE icon
228
Adobe
ADBE
$148B
$1.09M 0.09%
2,835
+347
+14% +$133K
NVO icon
229
Novo Nordisk
NVO
$245B
$1.08M 0.09%
15,570
+3,316
+27% +$230K
KNSL icon
230
Kinsale Capital Group
KNSL
$10.6B
$1.07M 0.09%
2,198
+186
+9% +$90.5K
SCHR icon
231
Schwab Intermediately-Term US Treasury ETF
SCHR
$11.6B
$1.07M 0.09%
42,962
+281
+0.7% +$6.99K
BIV icon
232
Vanguard Intermediate-Term Bond ETF
BIV
$24.2B
$1.07M 0.09%
13,914
+292
+2% +$22.4K
TSM icon
233
TSMC
TSM
$1.26T
$1.06M 0.09%
6,411
+1,116
+21% +$185K
ROK icon
234
Rockwell Automation
ROK
$38.2B
$1.06M 0.09%
4,097
+46
+1% +$11.9K
FTSD icon
235
Franklin Short Duration US Government ETF
FTSD
$241M
$1.05M 0.09%
11,618
CL icon
236
Colgate-Palmolive
CL
$68.8B
$1.05M 0.09%
11,181
+2,889
+35% +$271K
CGMS icon
237
Capital Group US Multi-Sector Income ETF
CGMS
$3.17B
$1.05M 0.09%
38,295
+1,094
+3% +$29.9K
FTSL icon
238
First Trust Senior Loan Fund ETF
FTSL
$2.4B
$1.04M 0.09%
22,757
+613
+3% +$28K
PH icon
239
Parker-Hannifin
PH
$96.1B
$1.04M 0.09%
1,703
+170
+11% +$103K
SCHW icon
240
Charles Schwab
SCHW
$167B
$1.03M 0.09%
13,196
-455
-3% -$35.6K
WPM icon
241
Wheaton Precious Metals
WPM
$47.3B
$1.02M 0.09%
13,145
-530
-4% -$41.1K
PJAN icon
242
Innovator US Equity Power Buffer ETF January
PJAN
$1.25B
$1.02M 0.09%
24,520
CHD icon
243
Church & Dwight Co
CHD
$23.3B
$1.01M 0.09%
9,213
+340
+4% +$37.4K
VGIT icon
244
Vanguard Intermediate-Term Treasury ETF
VGIT
$32.4B
$1.01M 0.09%
16,960
+281
+2% +$16.7K
CRWD icon
245
CrowdStrike
CRWD
$105B
$1M 0.09%
2,840
-4
-0.1% -$1.41K
SCHZ icon
246
Schwab US Aggregate Bond ETF
SCHZ
$8.9B
$1,000K 0.08%
43,159
-363
-0.8% -$8.41K
SLV icon
247
iShares Silver Trust
SLV
$20.1B
$999K 0.08%
32,245
-42
-0.1% -$1.3K
FXO icon
248
First Trust Financials AlphaDEX Fund
FXO
$2.23B
$994K 0.08%
18,754
-279
-1% -$14.8K
IYC icon
249
iShares US Consumer Discretionary ETF
IYC
$1.74B
$984K 0.08%
11,144
-659
-6% -$58.2K
XYL icon
250
Xylem
XYL
$34.2B
$969K 0.08%
8,109
+669
+9% +$79.9K