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
26
$4.61M 0.7%
33,030
+3,664
27
$4.57M 0.69%
31,207
+1,982
28
$4.57M 0.69%
29,485
-5,415
29
$4.51M 0.69%
15,268
-5,513
30
$4.47M 0.68%
88,959
+23,775
31
$4.39M 0.67%
28,017
-19,931
32
$4.33M 0.66%
53,401
+19,724
33
$4.13M 0.63%
113,307
+39,961
34
$4.05M 0.61%
171,258
-28,754
35
$3.82M 0.58%
34,715
+9,305
36
$3.62M 0.55%
154,944
+71,565
37
$3.62M 0.55%
543,700
+176,355
38
$3.47M 0.53%
24,602
-4,479
39
$3.46M 0.52%
20,361
-2,602
40
$3.37M 0.51%
36,814
-316
41
$3.33M 0.51%
1,289
+190
42
$3.27M 0.5%
32,745
-1,600
43
$3.19M 0.48%
21,411
-1,908
44
$3.12M 0.47%
13,426
+2,431
45
$3.07M 0.47%
60,791
+45,642
46
$3.07M 0.47%
5,825
-3,104
47
$3.05M 0.46%
15,888
+6,426
48
$3.02M 0.46%
8,546
-1,417
49
$3.02M 0.46%
60,593
+41,916
50
$3M 0.46%
71,005
+34,049
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2
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