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
426
$192K 0.04%
10,610
-2,561
427
$191K 0.04%
14,000
428
$186K 0.04%
24,895
-1,924
429
$177K 0.04%
26,212
+152
430
$154K 0.03%
+18,090
431
$135K 0.03%
36,945
+9,332
432
$127K 0.03%
6,273
-414
433
$127K 0.03%
25,315
434
$126K 0.03%
15,515
435
$123K 0.03%
+10,378
436
$122K 0.03%
12,820
-174
437
$121K 0.03%
13,157
438
$116K 0.02%
+25,122
439
$108K 0.02%
13,343
440
$102K 0.02%
13,492
441
$96K 0.02%
15,550
+1,150
442
$90K 0.02%
12,053
+1,500
443
$84K 0.02%
54,416
+28,388
444
$83K 0.02%
20,011
-20,190
445
$77K 0.02%
13,600
446
$77K 0.02%
12,000
447
$77K 0.02%
12,100
-200
448
$75K 0.02%
14,595
449
$58K 0.01%
3,900
-3,900
450
$55K 0.01%
12,650
-1,150
16 17
18
19 20