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
$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
451
$226K 0.03%
4,522
-14,479
452
$225K 0.03%
+2,507
453
$225K 0.03%
938
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454
$223K 0.03%
+11,116
455
$222K 0.03%
+6,371
456
$221K 0.03%
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457
$218K 0.03%
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458
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459
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+5,444
460
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461
$212K 0.03%
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462
$211K 0.03%
3,756
-6,086
463
$211K 0.03%
+6,315
464
$210K 0.03%
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465
$210K 0.03%
7,973
-1,540
466
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467
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471
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472
$203K 0.03%
500
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473
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474
$194K 0.03%
+15,083
475
$186K 0.03%
16,466
-24,533
17 18
19
20 21