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
326
$326K 0.07%
4,018
-2,320
327
$325K 0.07%
11,200
-287
328
$322K 0.07%
4,272
329
$321K 0.07%
29,743
-4,197
330
$321K 0.07%
3,357
-304
331
$319K 0.07%
14,591
+1,504
332
$318K 0.07%
2,623
+641
333
$316K 0.07%
10,756
+24
334
$316K 0.07%
9,165
+2,128
335
$314K 0.07%
991
-662
336
$314K 0.07%
6,733
-4,236
337
$313K 0.07%
6,858
+302
338
$312K 0.07%
23,876
-285
339
$311K 0.07%
4,950
-58
340
$306K 0.06%
+12,988
341
$304K 0.06%
11,337
-84
342
$299K 0.06%
4,368
-2,118
343
$298K 0.06%
6,160
+193
344
$297K 0.06%
4,134
-15,726
345
$295K 0.06%
219
-3
346
$292K 0.06%
1,622
+17
347
$292K 0.06%
13,120
-1,068
348
$291K 0.06%
12,085
-200
349
$286K 0.06%
31,438
+12,557
350
$285K 0.06%
2,244
12 13
14
15 16