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
401
$292K 0.04%
241
+43
402
$292K 0.04%
4,175
-118
403
$291K 0.04%
+9,065
404
$289K 0.04%
10,224
-32,295
405
$288K 0.04%
2,402
+680
406
$287K 0.04%
18,781
+5,342
407
$287K 0.04%
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408
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409
$284K 0.04%
3,948
-6,703
410
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1,415
-2,086
411
$281K 0.04%
+9,600
412
$280K 0.04%
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413
$280K 0.04%
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414
$278K 0.04%
3,962
-4,621
415
$278K 0.04%
1,090
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416
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417
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418
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419
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420
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421
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+2,419
422
$266K 0.04%
5,519
+2,153
423
$266K 0.04%
+5,240
424
$265K 0.04%
3,664
-17,491
425
$262K 0.04%
+6,708
15 16
17
18 19