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
351
$285K 0.06%
6,291
-169
352
$283K 0.06%
110
+1
353
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9,000
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354
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-1,386
355
$275K 0.06%
+4,170
356
$275K 0.06%
19,982
-24,500
357
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18,180
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358
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11,653
+380
359
$272K 0.06%
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360
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+1,885
361
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6,253
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362
$268K 0.06%
10,354
-821
363
$267K 0.06%
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364
$267K 0.06%
3,236
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365
$266K 0.06%
21,375
-7,500
366
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368
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18,593
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369
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2,827
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370
$262K 0.06%
8,369
371
$260K 0.05%
15,437
372
$258K 0.05%
11,452
+6
373
$258K 0.05%
10,578
+60
374
$257K 0.05%
5,557
375
$257K 0.05%
1,704
+238
13 14
15
16 17