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
401
$227K 0.05%
1,197
-776
402
$226K 0.05%
3,835
+465
403
$223K 0.05%
2,110
+45
404
$221K 0.05%
1,100
+3
405
$218K 0.05%
2,831
+337
406
$218K 0.05%
4,029
-6,467
407
$214K 0.05%
8,841
-5,975
408
$213K 0.04%
483
+12
409
$213K 0.04%
2,934
-100
410
$211K 0.04%
19,710
411
$210K 0.04%
6,976
-148
412
$208K 0.04%
+8,430
413
$208K 0.04%
1,348
-2,392
414
$207K 0.04%
8,376
+546
415
$207K 0.04%
6,076
-456
416
$206K 0.04%
+2,571
417
$206K 0.04%
6,671
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418
$206K 0.04%
2,858
+380
419
$206K 0.04%
18,294
+710
420
$205K 0.04%
4,814
-125
421
$205K 0.04%
+1,689
422
$204K 0.04%
4,669
+12
423
$203K 0.04%
+3,053
424
$203K 0.04%
22,170
-40,000
425
$201K 0.04%
8,903
-1,448
15 16
17
18 19