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
301
$365K 0.08%
26,989
-52,900
302
$365K 0.08%
4,416
+207
303
$364K 0.08%
16,265
-755
304
$364K 0.08%
12,915
+1,987
305
$361K 0.08%
7,120
-309
306
$360K 0.08%
6,453
+567
307
$360K 0.08%
2,661
+1,329
308
$360K 0.08%
12,550
-342
309
$358K 0.08%
2,673
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310
$358K 0.08%
11,655
311
$356K 0.07%
10,095
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312
$354K 0.07%
23,370
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313
$351K 0.07%
14,387
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314
$348K 0.07%
6,430
+2,343
315
$347K 0.07%
7,337
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316
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318
$345K 0.07%
1,449
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319
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18,200
320
$335K 0.07%
7,652
-644
321
$334K 0.07%
7,952
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322
$332K 0.07%
11,006
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323
$331K 0.07%
10,522
-341
324
$327K 0.07%
3,402
-776
325
$327K 0.07%
2,478
+200
11 12
13
14 15