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
$1.49B
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$5.91M
3
+$3.8M
4
CLOI icon
VanEck CLO ETF
CLOI
+$3.61M
5
CGHM
Capital Group Municipal High-Income ETF
CGHM
+$3.29M

Top Sells

1
+$63.3M
2
+$12.3M
3
+$5.96M
4
PSR icon
Invesco Active US Real Estate Fund
PSR
+$2.71M
5
AVGO icon
Broadcom
AVGO
+$1.57M

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
$15.4B
$486K 0.03%
+24,050
INTC icon
427
Intel
INTC
$236B
$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
$20.8B
$484K 0.03%
2,195
-35
DY icon
430
Dycom Industries
DY
$10.6B
$484K 0.03%
1,658
+703
SGOV icon
431
iShares 0-3 Month Treasury Bond ETF
SGOV
$80.2B
$484K 0.03%
4,803
+741
RCL icon
432
Royal Caribbean
RCL
$75.5B
$483K 0.03%
1,491
-260
DUK icon
433
Duke Energy
DUK
$99.7B
$480K 0.03%
+3,882
PSA icon
434
Public Storage
PSA
$47B
$479K 0.03%
1,660
+6
NKE icon
435
Nike
NKE
$78.4B
$478K 0.03%
6,855
-57
ED icon
436
Consolidated Edison
ED
$39.8B
$477K 0.03%
4,741
+228
HYLB icon
437
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.37B
$476K 0.03%
12,830
-378
ETR icon
438
Entergy
ETR
$46.5B
$475K 0.03%
5,098
+510
SFM icon
439
Sprouts Farmers Market
SFM
$7.12B
$474K 0.03%
4,361
+358
ADC icon
440
Agree Realty
ADC
$8.91B
$473K 0.03%
6,661
+9
SNEX icon
441
StoneX
SNEX
$5.96B
$471K 0.03%
4,670
+6
IBDS icon
442
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.75B
$470K 0.03%
19,321
+492
GAPR icon
443
FT Vest US Equity Moderate Buffer ETF April
GAPR
$255M
$470K 0.03%
11,980
-750
D icon
444
Dominion Energy
D
$53.3B
$466K 0.03%
7,616
+3
FBT icon
445
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.26B
$466K 0.03%
2,598
-488
VOOG icon
446
Vanguard S&P 500 Growth ETF
VOOG
$21B
$464K 0.03%
1,065
COIN icon
447
Coinbase
COIN
$47.8B
$462K 0.03%
1,368
+8
VMC icon
448
Vulcan Materials
VMC
$35.2B
$458K 0.03%
1,487
-88
SNOW icon
449
Snowflake
SNOW
$55.5B
$456K 0.03%
2,022
+418
IHF icon
450
iShares US Healthcare Providers ETF
IHF
$671M
$455K 0.03%
9,213
-1,125
16 17
18
19 20