Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 16.55%
This Quarter Est. Return
1 Year Est. Return
+16.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$6.06M
3
+$3.82M
4
CLOI icon
VanEck CLO ETF
CLOI
+$3.62M
5
CGHM
Capital Group Municipal High-Income ETF
CGHM
+$3.37M

Top Sells

1
+$60.7M
2
+$12.4M
3
+$6.31M
4
PSR icon
Invesco Active US Real Estate Fund
PSR
+$2.71M
5
AVGO icon
Broadcom
AVGO
+$1.68M

Sector Composition

1 Technology 11.47%
2 Industrials 5.03%
3 Financials 3.95%
4 Healthcare 3.7%
5 Consumer Staples 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CLOZ icon
476
Panagram BBB-B CLO ETF
CLOZ
$759M
$411K 0.03%
15,311
+2,509
SYY icon
477
Sysco
SYY
$36.2B
$409K 0.03%
4,971
-522
COWZ icon
478
Pacer US Cash Cows 100 ETF
COWZ
$18.2B
$407K 0.03%
7,086
-125
PNOV icon
479
Innovator US Equity Power Buffer ETF November
PNOV
$971M
$405K 0.03%
9,863
-3,276
PKG icon
480
Packaging Corp of America
PKG
$18.3B
$405K 0.03%
1,856
-338
SCHP icon
481
Schwab US TIPS ETF
SCHP
$14.7B
$401K 0.03%
14,888
+564
PHYS icon
482
Sprott Physical Gold
PHYS
$15.6B
$401K 0.03%
13,526
-18
FDX icon
483
FedEx
FDX
$64.5B
$396K 0.03%
1,679
-79
EDV icon
484
Vanguard World Funds Extended Duration ETF
EDV
$4B
$396K 0.03%
5,778
IUSB icon
485
iShares Core Universal USD Bond ETF
IUSB
$33.7B
$395K 0.03%
8,458
+795
IBHE icon
486
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
$391M
$394K 0.03%
16,977
KNG icon
487
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.53B
$394K 0.03%
7,989
-2,816
IBTG icon
488
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.18B
$394K 0.03%
17,157
+725
ITA icon
489
iShares US Aerospace & Defense ETF
ITA
$11.7B
$394K 0.03%
1,881
+47
PYPL icon
490
PayPal
PYPL
$58.8B
$393K 0.03%
5,866
+72
HWM icon
491
Howmet Aerospace
HWM
$80.4B
$391K 0.03%
1,992
+96
AJG icon
492
Arthur J. Gallagher & Co
AJG
$63.5B
$390K 0.03%
1,259
+395
ICSH icon
493
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.55B
$388K 0.03%
7,641
+1,403
EME icon
494
Emcor
EME
$27.2B
$387K 0.03%
595
+109
TY icon
495
TRI-Continental Corp
TY
$1.8B
$386K 0.03%
11,365
-1,118
NZF icon
496
Nuveen Municipal Credit Income Fund
NZF
$2.45B
$384K 0.03%
30,557
-2,290
IDV icon
497
iShares International Select Dividend ETF
IDV
$6.36B
$379K 0.03%
10,378
-530
SHYG icon
498
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.73B
$378K 0.03%
8,737
-66
LST
499
Leuthold Select Industries ETF
LST
$50.8M
$374K 0.03%
9,386
-1,490
RSPH icon
500
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$759M
$373K 0.03%
12,705
18 19
20
21 22