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
$659M
AUM Growth
-$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
653
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.3M
3
+$2.21M
4
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$2.09M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$2.06M

Top Sells

1
+$31.3M
2
+$31M
3
+$22.8M
4
ADM icon
Archer Daniels Midland
ADM
+$16.3M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$16.2M

Sector Composition

1 Technology 14.71%
2 Industrials 6.53%
3 Healthcare 5.38%
4 Consumer Discretionary 4.83%
5 Consumer Staples 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$397K 0.06%
5,094
-1,212
327
$397K 0.06%
11,077
+3,770
328
$397K 0.06%
6,542
-13,984
329
$396K 0.06%
+3,790
330
$396K 0.06%
1,026
+106
331
$396K 0.06%
33,355
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332
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7,281
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333
$391K 0.06%
22,000
+11,000
334
$390K 0.06%
+3,983
335
$390K 0.06%
1,287
-3,034
336
$390K 0.06%
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337
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-1,078
338
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339
$387K 0.06%
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340
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341
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2,027
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+6,186
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348
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4,108
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349
$370K 0.06%
4,331
+1,436
350
$370K 0.06%
1,426
-2,270
12 13
14
15 16