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
TIP icon
251
iShares TIPS Bond ETF
TIP
$14.5B
$1.11M 0.07%
9,964
-61
FXO icon
252
First Trust Financials AlphaDEX Fund
FXO
$2.15B
$1.1M 0.07%
18,464
-1,269
IBIT icon
253
iShares Bitcoin Trust
IBIT
$65.9B
$1.09M 0.07%
16,819
+6,812
VIGI icon
254
Vanguard International Dividend Appreciation ETF
VIGI
$8.93B
$1.09M 0.07%
12,196
-2,378
ROL icon
255
Rollins
ROL
$29.6B
$1.09M 0.07%
18,563
+1,687
IYC icon
256
iShares US Consumer Discretionary ETF
IYC
$1.57B
$1.09M 0.07%
10,384
-761
MGK icon
257
Vanguard Mega Cap Growth ETF
MGK
$32.4B
$1.09M 0.07%
2,698
TLT icon
258
iShares 20+ Year Treasury Bond ETF
TLT
$49.4B
$1.08M 0.07%
12,056
-1,091
ATR icon
259
AptarGroup
ATR
$8.17B
$1.06M 0.07%
7,948
+151
XEL icon
260
Xcel Energy
XEL
$47.6B
$1.06M 0.07%
13,129
+1,379
FTSD icon
261
Franklin Short Duration US Government ETF
FTSD
$259M
$1.06M 0.07%
11,618
AMD icon
262
Advanced Micro Devices
AMD
$359B
$1.06M 0.07%
6,527
+527
SPLV icon
263
Invesco S&P 500 Low Volatility ETF
SPLV
$7.6B
$1.05M 0.07%
14,231
-445
XLY icon
264
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.4B
$1.03M 0.07%
4,302
-54
BIV icon
265
Vanguard Intermediate-Term Bond ETF
BIV
$26.3B
$1.03M 0.07%
13,194
+141
DGRO icon
266
iShares Core Dividend Growth ETF
DGRO
$35.6B
$1.03M 0.07%
15,131
-889
KNSL icon
267
Kinsale Capital Group
KNSL
$8.9B
$1.02M 0.07%
2,400
+116
HEQQ
268
JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
HEQQ
$29.2M
$1.02M 0.07%
17,839
+10,765
SRLN icon
269
State Street Blackstone Senior Loan ETF
SRLN
$6.73B
$1.02M 0.07%
24,520
-1,957
GVI icon
270
iShares Intermediate Government/Credit Bond ETF
GVI
$3.77B
$1.02M 0.07%
9,454
+1,892
VIS icon
271
Vanguard Industrials ETF
VIS
$6.28B
$1.01M 0.07%
3,416
XLI icon
272
Industrial Select Sector SPDR Fund
XLI
$24.1B
$1.01M 0.07%
6,543
-49
PJAN icon
273
Innovator US Equity Power Buffer ETF January
PJAN
$1.18B
$1.01M 0.07%
21,951
-2,244
URI icon
274
United Rentals
URI
$51.9B
$1M 0.07%
1,050
+10
SPLB icon
275
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.07B
$1M 0.07%
43,260
-4,851
9 10
11
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