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
276
$407K 0.09%
31,517
-4,010
277
$405K 0.09%
39,518
+733
278
$401K 0.08%
3,895
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279
$398K 0.08%
13,693
-1,739
280
$398K 0.08%
20,859
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281
$396K 0.08%
20,373
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282
$392K 0.08%
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283
$391K 0.08%
7,638
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284
$390K 0.08%
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285
$389K 0.08%
3,800
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286
$387K 0.08%
10,881
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287
$385K 0.08%
4,940
288
$384K 0.08%
14,320
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289
$384K 0.08%
34,400
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290
$382K 0.08%
10,687
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291
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39,008
292
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293
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294
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12,920
295
$374K 0.08%
5,451
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296
$371K 0.08%
5,370
-1,846
297
$370K 0.08%
+4,943
298
$369K 0.08%
4,313
-442
299
$369K 0.08%
4,075
-1,680
300
$367K 0.08%
+15,825