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
$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
351
$367K 0.06%
7,248
-20,721
352
$366K 0.06%
3,959
-18,887
353
$366K 0.06%
1,737
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354
$365K 0.06%
25,120
+12,560
355
$364K 0.06%
15,236
+5,168
356
$359K 0.05%
4,565
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357
$353K 0.05%
+11,330
358
$351K 0.05%
1,673
-4,093
359
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+2,897
360
$349K 0.05%
+11,243
361
$348K 0.05%
3,146
-83
362
$348K 0.05%
6,446
-2,160
363
$348K 0.05%
8,457
-33,318
364
$347K 0.05%
3,696
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365
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368
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369
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+7,000
370
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1,708
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371
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372
$336K 0.05%
+7,770
373
$336K 0.05%
+1,756
374
$333K 0.05%
+1,916
375
$333K 0.05%
9,010
+2,915
13 14
15
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