Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.55B
1-Year Est. Return 18.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.25%
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 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 4.85%
3 Financials 3.97%
4 Healthcare 3.75%
5 Consumer Discretionary 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TRMB icon
601
Trimble
TRMB
$16.1B
$262K 0.02%
3,348
+283
PCAR icon
602
PACCAR
PCAR
$66.4B
$261K 0.02%
+2,382
MRCC
603
DELISTED
Monroe Capital Corp
MRCC
$257K 0.02%
40,400
FSIG icon
604
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.52B
$257K 0.02%
13,395
-2,050
IEP icon
605
Icahn Enterprises
IEP
$4.93B
$257K 0.02%
34,000
+17,800
MCO icon
606
Moody's
MCO
$81.1B
$256K 0.02%
502
+55
ONB icon
607
Old National Bancorp
ONB
$9.26B
$256K 0.02%
11,471
COF icon
608
Capital One
COF
$128B
$256K 0.02%
+1,056
BNS icon
609
Scotiabank
BNS
$94.3B
$255K 0.02%
3,467
+9
WDC icon
610
Western Digital
WDC
$126B
$255K 0.02%
+1,481
PDP icon
611
Invesco Dorsey Wright Momentum ETF
PDP
$1.43B
$255K 0.02%
2,190
FANG icon
612
Diamondback Energy
FANG
$50.7B
$254K 0.02%
1,688
-70
RSPR icon
613
Invesco S&P 500 Equal Weight Real Estate ETF
RSPR
$99.3M
$253K 0.02%
7,510
+57
JPST icon
614
JPMorgan Ultra-Short Income ETF
JPST
$37.9B
$252K 0.02%
4,977
+914
LMBS icon
615
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.14B
$251K 0.02%
5,028
-842
FTA icon
616
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.3B
$251K 0.02%
2,915
-93
PDBC icon
617
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.46B
$251K 0.02%
18,939
-403
MRSH
618
Marsh
MRSH
$84.7B
$251K 0.02%
1,351
+230
EIX icon
619
Edison International
EIX
$27.2B
$250K 0.02%
4,161
+30
CARR icon
620
Carrier Global
CARR
$51.2B
$246K 0.02%
4,650
-199
EFX icon
621
Equifax
EFX
$23.7B
$243K 0.02%
1,122
-7
AME icon
622
Ametek
AME
$54.1B
$243K 0.02%
+1,182
SPG icon
623
Simon Property Group
SPG
$67B
$242K 0.02%
1,309
+4
KRE icon
624
State Street SPDR S&P Regional Banking ETF
KRE
$4.19B
$242K 0.02%
3,734
-358
OLED icon
625
Universal Display
OLED
$4.69B
$240K 0.02%
2,056
-12