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
426
$262K 0.04%
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427
$258K 0.04%
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436
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437
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448
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449
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450
$227K 0.03%
+951
16 17
18
19 20