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
$617M
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$3.59M
3
+$3.14M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.08M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$3.04M

Top Sells

1
+$1.2M
2
+$1.12M
3
+$1.01M
4
RTN
Raytheon Company
RTN
+$1M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$971K

Sector Composition

1 Technology 12.33%
2 Healthcare 5.91%
3 Consumer Discretionary 4.37%
4 Industrials 3.88%
5 Consumer Staples 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.25M 0.69%
186,206
+14,741
27
$4.24M 0.69%
45,055
+1,060
28
$4.21M 0.68%
171,155
-13,036
29
$4.13M 0.67%
235,701
+51,774
30
$4.09M 0.66%
28,079
+5,515
31
$4.05M 0.66%
42,585
+8,571
32
$4.04M 0.65%
101,137
-1,285
33
$3.92M 0.64%
84,101
+7,322
34
$3.78M 0.61%
31,643
-536
35
$3.77M 0.61%
+123,621
36
$3.58M 0.58%
59,764
+2,293
37
$3.5M 0.57%
368,480
+48,040
38
$3.44M 0.56%
48,779
-10,399
39
$3.44M 0.56%
37,601
+1,145
40
$3.42M 0.55%
33,624
+16,738
41
$3.34M 0.54%
63,948
+31,756
42
$3.33M 0.54%
271,560
-1,182
43
$3.29M 0.53%
57,602
+25,929
44
$3.25M 0.53%
53,785
+5,680
45
$3.24M 0.52%
91,055
+7,410
46
$3.21M 0.52%
481,992
-3,441
47
$3.18M 0.52%
24,047
+2,145
48
$3.15M 0.51%
158,080
+1,600
49
$3.04M 0.49%
70,021
+4,099
50
$2.85M 0.46%
21,864
-65
1
2
3 4 5