Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 16.55%
This Quarter Est. Return
1 Year Est. Return
+16.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$6.06M
3
+$3.82M
4
CLOI icon
VanEck CLO ETF
CLOI
+$3.62M
5
CGHM
Capital Group Municipal High-Income ETF
CGHM
+$3.37M

Top Sells

1
+$60.7M
2
+$12.4M
3
+$6.31M
4
PSR icon
Invesco Active US Real Estate Fund
PSR
+$2.71M
5
AVGO icon
Broadcom
AVGO
+$1.68M

Sector Composition

1 Technology 11.47%
2 Industrials 5.03%
3 Financials 3.95%
4 Healthcare 3.7%
5 Consumer Staples 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DGRW icon
351
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.1B
$681K 0.05%
7,660
-587
HDUS icon
352
Hartford Disciplined US Equity ETF
HDUS
$154M
$679K 0.05%
10,549
-2
MOTI icon
353
VanEck Morningstar International Moat ETF
MOTI
$199M
$676K 0.05%
18,231
IRT icon
354
Independence Realty Trust
IRT
$4.08B
$671K 0.05%
40,917
BBCA icon
355
JPMorgan BetaBuilders Canada ETF
BBCA
$9.1B
$668K 0.04%
7,659
KBWB icon
356
Invesco KBW Bank ETF
KBWB
$5.56B
$660K 0.04%
8,444
VIOO icon
357
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.05B
$656K 0.04%
5,935
EOG icon
358
EOG Resources
EOG
$59.5B
$655K 0.04%
5,845
+160
CL icon
359
Colgate-Palmolive
CL
$64.4B
$653K 0.04%
8,165
-3,950
SCHI icon
360
Schwab 5-10 Year Corporate Bond ETF
SCHI
$9.91B
$652K 0.04%
28,266
-1,841
UPRO icon
361
ProShares UltraPro S&P 500
UPRO
$5.03B
$651K 0.04%
5,841
+316
BA icon
362
Boeing
BA
$142B
$650K 0.04%
3,014
-147
VFH icon
363
Vanguard Financials ETF
VFH
$13B
$640K 0.04%
4,880
+86
GILD icon
364
Gilead Sciences
GILD
$154B
$634K 0.04%
5,713
+2,055
MSI icon
365
Motorola Solutions
MSI
$62.2B
$627K 0.04%
1,371
+19
VDC icon
366
Vanguard Consumer Staples ETF
VDC
$7.31B
$624K 0.04%
2,921
+59
HSY icon
367
Hershey
HSY
$37.5B
$621K 0.04%
3,321
+42
HYLS icon
368
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.76B
$621K 0.04%
14,768
+82
IBHF icon
369
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$1.03B
$619K 0.04%
26,462
+4,334
CINF icon
370
Cincinnati Financial
CINF
$25.9B
$618K 0.04%
3,908
+19
CSX icon
371
CSX Corp
CSX
$64.9B
$616K 0.04%
17,354
+835
TFC icon
372
Truist Financial
TFC
$59.6B
$614K 0.04%
13,440
-64
CGMM
373
Capital Group U.S. Small and Mid Cap ETF
CGMM
$983M
$604K 0.04%
+21,261
UMH
374
UMH Properties
UMH
$1.27B
$602K 0.04%
+40,531
RF icon
375
Regions Financial
RF
$22.2B
$600K 0.04%
22,750
+2,467
13 14
15
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