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
476
$246K 0.02%
1,722
-703
477
$246K 0.02%
3,883
-178
478
$246K 0.02%
+11,000
479
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-106
480
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481
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482
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4,585
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483
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484
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+7,242
485
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486
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21,046
-4,309
487
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490
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495
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15,000
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496
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$230K 0.02%
16,099
-100
498
$228K 0.02%
+6,200
499
$228K 0.02%
+1,552
500
$227K 0.02%
1,255
+38
18 19
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