Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.55B
1-Year Est. Return 18.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.55B
AUM Growth
+$64.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$68.5M
2
+$26.2M
3
+$6.37M
4
ZECP icon
Zacks Earnings Consistent Portfolio ETF
ZECP
+$5.97M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$4.66M

Top Sells

1
+$4.8M
2
+$4.41M
3
+$4.39M
4
NOW icon
ServiceNow
NOW
+$3.14M
5
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$2.45M

Sector Composition

1 Technology 11.14%
2 Industrials 4.84%
3 Financials 3.89%
4 Healthcare 3.75%
5 Consumer Discretionary 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBDR icon
526
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.75B
$341K 0.02%
14,057
+706
IHF icon
527
iShares US Healthcare Providers ETF
IHF
$734M
$339K 0.02%
7,063
-2,150
IRM icon
528
Iron Mountain
IRM
$32B
$337K 0.02%
4,063
-1,045
ET icon
529
Energy Transfer Partners
ET
$64.8B
$334K 0.02%
20,265
+1,775
USHY icon
530
iShares Broad USD High Yield Corporate Bond ETF
USHY
$26.6B
$334K 0.02%
8,930
TY icon
531
TRI-Continental Corp
TY
$1.73B
$333K 0.02%
10,199
-1,166
ISRG icon
532
Intuitive Surgical
ISRG
$179B
$331K 0.02%
584
-8,278
IUSV icon
533
iShares Core S&P US Value ETF
IUSV
$24.9B
$329K 0.02%
3,210
-50
DRI icon
534
Darden Restaurants
DRI
$24.6B
$328K 0.02%
1,781
+130
EMLP icon
535
First Trust North American Energy Infrastructure Fund
EMLP
$3.94B
$326K 0.02%
8,617
+61
FFA
536
First Trust Enhanced Equity Income Fund
FFA
$437M
$326K 0.02%
14,812
-800
SCHH icon
537
Schwab US REIT ETF
SCHH
$9.72B
$324K 0.02%
15,490
+559
CLOZ icon
538
Panagram BBB-B CLO ETF
CLOZ
$679M
$324K 0.02%
12,219
-3,092
BABA icon
539
Alibaba
BABA
$344B
$322K 0.02%
2,200
+122
SGOL icon
540
abrdn Physical Gold Shares ETF
SGOL
$9.14B
$322K 0.02%
7,831
-70
FITB
541
Fifth Third Bancorp
FITB
$44.5B
$322K 0.02%
6,870
+206
FIX icon
542
Comfort Systems
FIX
$50.3B
$321K 0.02%
+344
SOLV icon
543
Solventum
SOLV
$12.9B
$320K 0.02%
4,044
+28
FDL icon
544
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.2B
$320K 0.02%
7,213
-90
WCC icon
545
WESCO International
WCC
$14.1B
$319K 0.02%
1,305
COIN icon
546
Coinbase
COIN
$46.4B
$319K 0.02%
1,409
+41
PAUG icon
547
Innovator US Equity Power Buffer ETF August
PAUG
$890M
$317K 0.02%
7,322
EPD icon
548
Enterprise Products Partners
EPD
$78.2B
$317K 0.02%
9,874
-665
FXH icon
549
First Trust Health Care AlphaDEX Fund
FXH
$930M
$315K 0.02%
2,770
-195
AJG icon
550
Arthur J. Gallagher & Co
AJG
$58.7B
$315K 0.02%
1,216
-43
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