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
$977M
AUM Growth
+$318M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
654
New
Increased
Reduced
Closed

Top Buys

1
+$39.6M
2
+$39.4M
3
+$26.6M
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$18M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$15.4M

Top Sells

1
+$3.51M
2
+$3.49M
3
+$2.93M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.76M
5
AVGO icon
Broadcom
AVGO
+$2.66M

Sector Composition

1 Technology 10.88%
2 Industrials 5.69%
3 Healthcare 4.49%
4 Consumer Discretionary 4.07%
5 Financials 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.17M 0.63%
79,831
+19,941
27
$6.14M 0.63%
33,720
+4,235
28
$6.04M 0.62%
11,491
+8,544
29
$5.83M 0.6%
36,829
+8,812
30
$5.62M 0.58%
37,261
+4,231
31
$5.59M 0.57%
+173,577
32
$5.27M 0.54%
73,063
-40,646
33
$5.24M 0.54%
27,311
+17,638
34
$5.2M 0.53%
211,378
+40,120
35
$5.01M 0.51%
25,020
+11,197
36
$4.89M 0.5%
6,675
-1,661
37
$4.74M 0.49%
29,222
-1,985
38
$4.66M 0.48%
40,066
+7,321
39
$4.58M 0.47%
22,261
+7,857
40
$4.55M 0.47%
22,078
-16,926
41
$4.55M 0.47%
90,720
+78,207
42
$4.54M 0.46%
9,355
+809
43
$4.49M 0.46%
230,308
-29,846
44
$4.48M 0.46%
106,807
-28,458
45
$4.41M 0.45%
25,098
+14,626
46
$4.38M 0.45%
+122,329
47
$4.31M 0.44%
8,708
+2,883
48
$4.26M 0.44%
85,331
-9,573
49
$4.25M 0.44%
27,924
+3,322
50
$4.09M 0.42%
+37,776
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