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
376
$255K 0.05%
+4,276
377
$255K 0.05%
3,018
+148
378
$254K 0.05%
4,845
-57,541
379
$254K 0.05%
6,640
+1,576
380
$252K 0.05%
5,438
-106
381
$250K 0.05%
9,758
-466
382
$248K 0.05%
+3,680
383
$248K 0.05%
2,163
+598
384
$248K 0.05%
+5,915
385
$247K 0.05%
5,434
-453
386
$246K 0.05%
+8,210
387
$246K 0.05%
20,132
-28,000
388
$243K 0.05%
6,898
+252
389
$241K 0.05%
4,839
-7,891
390
$241K 0.05%
4,600
-311
391
$239K 0.05%
49,398
-4,053
392
$239K 0.05%
5,309
+1,662
393
$236K 0.05%
6,766
+913
394
$236K 0.05%
7,227
+2,536
395
$235K 0.05%
234,725
+3,018
396
$235K 0.05%
8,955
+2,637
397
$234K 0.05%
6,501
-932
398
$233K 0.05%
7,545
399
$232K 0.05%
+4,220
400
$228K 0.05%
+6,324
14 15
16
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