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
551
$47.9K ﹤0.01%
1,923
552
$45.4K ﹤0.01%
22,910
-5,548
553
$37.9K ﹤0.01%
9,613
-1,283
554
$33.3K ﹤0.01%
12,300
555
$14.9K ﹤0.01%
1,778
556
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-17,725
557
– –
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558
– –
-18,932
559
– –
-8,500
560
– –
-433,609
561
– –
-31,486
562
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563
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564
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565
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566
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567
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568
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569
– –
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574
– –
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575
– –
-22,446
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