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
476
$184K 0.03%
6,000
+2,446
477
$180K 0.03%
10,024
-27,196
478
$171K 0.03%
+23,726
479
$169K 0.03%
19,200
-6,808
480
$162K 0.02%
+11,761
481
$154K 0.02%
+10,394
482
$153K 0.02%
60,308
483
$146K 0.02%
+10,941
484
$146K 0.02%
28,933
+7,950
485
$131K 0.02%
+10,379
486
$131K 0.02%
16,417
-12,657
487
$130K 0.02%
26,667
+13,334
488
$128K 0.02%
60,000
489
$128K 0.02%
17,642
+5,921
490
$124K 0.02%
20,090
+6,800
491
$123K 0.02%
10,763
-186
492
$115K 0.02%
13,000
493
$94.8K 0.01%
18,691
-3,405
494
$92.3K 0.01%
+12,000
495
$70.9K 0.01%
+10,064
496
$33.6K 0.01%
+13,300
497
$28.9K ﹤0.01%
+11,500
498
$20K ﹤0.01%
20,000
+8,490
499
$19.1K ﹤0.01%
+18,000
500
$8.12K ﹤0.01%
+611
18 19
20
21 22