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
251
$459K 0.1%
4,827
+194
252
$457K 0.1%
1,602
-154
253
$456K 0.1%
+3,336
254
$455K 0.1%
20,652
+626
255
$452K 0.09%
3,095
+2,003
256
$449K 0.09%
3,319
-92
257
$449K 0.09%
21,480
+500
258
$445K 0.09%
17,380
259
$443K 0.09%
8,975
+1,575
260
$442K 0.09%
+17,725
261
$442K 0.09%
6,329
-3,150
262
$441K 0.09%
18,815
263
$435K 0.09%
+2,804
264
$430K 0.09%
4,840
+839
265
$427K 0.09%
4,760
+690
266
$427K 0.09%
24,265
-1,300
267
$425K 0.09%
3,061
+22
268
$421K 0.09%
29,650
269
$418K 0.09%
2,680
+136
270
$418K 0.09%
11,369
-709
271
$417K 0.09%
3,378
-1,318
272
$414K 0.09%
25,120
+11,990
273
$413K 0.09%
14,000
+1
274
$410K 0.09%
8,170
+770
275
$408K 0.09%
8,218
-179
9 10
11
12 13