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
$1.02B
AUM Growth
-$9.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$3.74M
3
+$2.47M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.46M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$2.44M

Top Sells

1
+$4.6M
2
+$4.31M
3
+$4.03M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$3.99M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.71M

Sector Composition

1 Technology 11.14%
2 Industrials 6.16%
3 Consumer Staples 5.68%
4 Healthcare 5.63%
5 Financials 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.25M 0.71%
117,132
-237
27
$7.04M 0.69%
109,760
-1,420
28
$6.88M 0.67%
44,652
-446
29
$6.84M 0.67%
151,509
+11,475
30
$6.28M 0.61%
13,294
+507
31
$6.13M 0.6%
41,224
+4,901
32
$5.91M 0.58%
25,813
-173
33
$5.91M 0.58%
151,864
+5,386
34
$5.75M 0.56%
109,958
+524
35
$5.74M 0.56%
273,688
-4,494
36
$5.68M 0.55%
27,363
+2,728
37
$5.57M 0.54%
173,528
+2,363
38
$5.53M 0.54%
33,878
-1,857
39
$5.52M 0.54%
44,904
-927
40
$5.45M 0.53%
31,795
+1
41
$5.26M 0.51%
36,375
+896
42
$5.05M 0.49%
27,719
+639
43
$4.93M 0.48%
49,222
-1,564
44
$4.92M 0.48%
44,868
+101
45
$4.83M 0.47%
174,840
-2,990
46
$4.81M 0.47%
59,283
-1,153
47
$4.72M 0.46%
169,930
-390
48
$4.66M 0.46%
25,079
+608
49
$4.45M 0.43%
55,519
+6,959
50
$4.39M 0.43%
107,842
-14,216
1
2
3 4 5