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
$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 12.32%
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
476
$113K 0.02%
12,992
-500
477
$107K 0.02%
14,595
478
$97K 0.02%
18,710
+3,751
479
$95K 0.02%
12,053
480
$92K 0.01%
11,500
-1,150
481
$85K 0.01%
12,550
+450
482
$82K 0.01%
13,600
483
$82K 0.01%
20,011
484
$78K 0.01%
53,206
-1,210
485
$75K 0.01%
12,000
486
$56K 0.01%
14,300
487
$52K 0.01%
9,596
-27,349
488
$50K 0.01%
+800
489
$26K ﹤0.01%
15,000
490
$11K ﹤0.01%
667
491
– –
-234,725
492
– –
-4,276
493
– –
-2,571
494
– –
-10,610
495
– –
-5,831
496
– –
-18,911
497
– –
-12,296
498
– –
-10,197
499
– –
-1,348
500
– –
-8,955
17 18 19
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