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
501
$227K 0.02%
6,600
-400
502
$227K 0.02%
+547
503
$227K 0.02%
15,021
-1,288
504
$226K 0.02%
15,256
505
$226K 0.02%
+5,726
506
$225K 0.02%
653
-16
507
$224K 0.02%
2,613
-530
508
$224K 0.02%
9,135
-1,118
509
$223K 0.02%
3,004
-15
510
$222K 0.02%
4,832
511
$222K 0.02%
1,525
-450
512
$221K 0.02%
4,466
-3,680
513
$221K 0.02%
481
-3
514
$216K 0.02%
3,586
+40
515
$215K 0.02%
3,375
-277
516
$213K 0.02%
+7,497
517
$213K 0.02%
+1,981
518
$212K 0.02%
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519
$210K 0.02%
1,122
-102
520
$209K 0.02%
+1,074
521
$209K 0.02%
2,184
-6
522
$207K 0.02%
+1,973
523
$206K 0.02%
5,488
-2,398
524
$205K 0.02%
+2,402
525
$203K 0.02%
+2,478
19 20
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