Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 16.55%
This Quarter Est. Return
1 Year Est. Return
+16.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$6.06M
3
+$3.82M
4
CLOI icon
VanEck CLO ETF
CLOI
+$3.62M
5
CGHM
Capital Group Municipal High-Income ETF
CGHM
+$3.37M

Top Sells

1
+$60.7M
2
+$12.4M
3
+$6.31M
4
PSR icon
Invesco Active US Real Estate Fund
PSR
+$2.71M
5
AVGO icon
Broadcom
AVGO
+$1.68M

Sector Composition

1 Technology 11.47%
2 Industrials 5.03%
3 Financials 3.98%
4 Healthcare 3.7%
5 Consumer Staples 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NLY icon
426
Annaly Capital Management
NLY
$16.3B
$486K 0.03%
+24,050
INTC icon
427
Intel
INTC
$230B
$486K 0.03%
14,482
+14
VMBS icon
428
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.9B
$485K 0.03%
10,337
+188
FSLR icon
429
First Solar
FSLR
$26.1B
$484K 0.03%
2,195
-35
DY icon
430
Dycom Industries
DY
$11B
$484K 0.03%
1,658
+703
SGOV icon
431
iShares 0-3 Month Treasury Bond ETF
SGOV
$70.3B
$484K 0.03%
4,803
+741
RCL icon
432
Royal Caribbean
RCL
$75.8B
$483K 0.03%
1,491
-260
DUK icon
433
Duke Energy
DUK
$92.5B
$480K 0.03%
+3,882
PSA icon
434
Public Storage
PSA
$51.4B
$479K 0.03%
1,660
+6
NKE icon
435
Nike
NKE
$95.6B
$478K 0.03%
6,855
-57
ED icon
436
Consolidated Edison
ED
$37B
$477K 0.03%
4,741
+228
HYLB icon
437
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$4.03B
$476K 0.03%
12,830
-378
ETR icon
438
Entergy
ETR
$42.7B
$475K 0.03%
5,098
+510
SFM icon
439
Sprouts Farmers Market
SFM
$7.94B
$474K 0.03%
4,361
+358
ADC icon
440
Agree Realty
ADC
$8.28B
$473K 0.03%
6,661
+9
SNEX icon
441
StoneX
SNEX
$5.53B
$471K 0.03%
4,670
+6
IBDS icon
442
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.61B
$470K 0.03%
19,321
+492
GAPR icon
443
FT Vest US Equity Moderate Buffer ETF April
GAPR
$256M
$470K 0.03%
11,980
-750
D icon
444
Dominion Energy
D
$51.5B
$466K 0.03%
7,616
+3
FBT icon
445
First Trust NYSE Arca Biotechnology Index Fund
FBT
$1.36B
$466K 0.03%
2,598
-488
VOOG icon
446
Vanguard S&P 500 Growth ETF
VOOG
$22.1B
$464K 0.03%
1,065
COIN icon
447
Coinbase
COIN
$64.5B
$462K 0.03%
1,368
+8
VMC icon
448
Vulcan Materials
VMC
$39.9B
$458K 0.03%
1,487
-88
SNOW icon
449
Snowflake
SNOW
$71.1B
$456K 0.03%
2,022
+418
IHF icon
450
iShares US Healthcare Providers ETF
IHF
$782M
$455K 0.03%
9,213
-1,125
16 17
18
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