Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.55B
1-Year Est. Return 18.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.55B
AUM Growth
+$64.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Sells

1 +$4.8M
2 +$4.41M
3 +$4.39M
4
NOW icon
ServiceNow
NOW
+$3.14M
5
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$2.45M

Sector Composition

1 Technology 11.14%
2 Industrials 4.85%
3 Financials 3.97%
4 Healthcare 3.75%
5 Consumer Discretionary 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ZS icon
351
Zscaler
ZS
$21.7B
$665K 0.04%
2,957
+73
HSY icon
352
Hershey
HSY
$39B
$662K 0.04%
3,638
+317
VIOO icon
353
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.69B
$661K 0.04%
5,957
+22
VRTX icon
354
Vertex Pharmaceuticals
VRTX
$112B
$660K 0.04%
1,456
+117
BA icon
355
Boeing
BA
$176B
$660K 0.04%
3,040
+26
KNSL icon
356
Kinsale Capital Group
KNSL
$8.32B
$659K 0.04%
1,685
-715
FV icon
357
First Trust Dorsey Wright Focus 5 ETF
FV
$3.47B
$658K 0.04%
10,455
+876
USB icon
358
US Bancorp
USB
$88.5B
$656K 0.04%
12,299
+478
BBCA icon
359
JPMorgan BetaBuilders Canada ETF
BBCA
$10.7B
$653K 0.04%
7,023
-636
CSX icon
360
CSX Corp
CSX
$80.6B
$652K 0.04%
17,990
+636
TMUS icon
361
T-Mobile US
TMUS
$218B
$652K 0.04%
3,210
+116
HDUS
362
Hartford Disciplined US Equity ETF
HDUS
$176M
$649K 0.04%
9,959
-590
SCHI icon
363
Schwab 5-10 Year Corporate Bond ETF
SCHI
$10.4B
$648K 0.04%
28,219
-47
ACWI icon
364
iShares MSCI ACWI ETF
ACWI
$31B
$648K 0.04%
4,581
+2,321
TSCO icon
365
Tractor Supply
TSCO
$23.7B
$646K 0.04%
12,925
-1,797
VFH icon
366
Vanguard Financials ETF
VFH
$13.1B
$645K 0.04%
4,831
-49
TFC icon
367
Truist Financial
TFC
$62.8B
$643K 0.04%
13,074
-366
CINF icon
368
Cincinnati Financial
CINF
$26B
$638K 0.04%
3,908
MOTI icon
369
VanEck Morningstar International Moat ETF
MOTI
$199M
$638K 0.04%
17,397
-834
PLTR icon
370
Palantir
PLTR
$350B
$635K 0.04%
3,571
+489
RVTY icon
371
Revvity
RVTY
$10.5B
$632K 0.04%
6,535
-229
VTR icon
372
Ventas
VTR
$40.5B
$629K 0.04%
8,127
+38
CHKP icon
373
Check Point Software Technologies
CHKP
$14.2B
$628K 0.04%
3,385
-468
WELL icon
374
Welltower
WELL
$148B
$626K 0.04%
3,375
+452
SYK icon
375
Stryker
SYK
$131B
$620K 0.04%
1,763
-93