Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 16.55%
This Quarter Est. Return
1 Year Est. Return
+16.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$6.06M
3
+$3.82M
4
CLOI icon
VanEck CLO ETF
CLOI
+$3.62M
5
CGHM
Capital Group Municipal High-Income ETF
CGHM
+$3.37M

Top Sells

1
+$60.7M
2
+$12.4M
3
+$6.31M
4
PSR icon
Invesco Active US Real Estate Fund
PSR
+$2.71M
5
AVGO icon
Broadcom
AVGO
+$1.68M

Sector Composition

1 Technology 11.47%
2 Industrials 5.03%
3 Financials 3.95%
4 Healthcare 3.7%
5 Consumer Staples 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TRMB icon
626
Trimble
TRMB
$19.4B
$250K 0.02%
+3,065
AFG icon
627
American Financial Group
AFG
$11.5B
$249K 0.02%
1,706
+11
FFIV icon
628
F5
FFIV
$13.9B
$248K 0.02%
767
+2
SPG icon
629
Simon Property Group
SPG
$60.8B
$245K 0.02%
+1,305
VYMI icon
630
Vanguard International High Dividend Yield ETF
VYMI
$13.5B
$245K 0.02%
+2,889
KHC icon
631
Kraft Heinz
KHC
$30.2B
$245K 0.02%
9,390
+1,331
SHW icon
632
Sherwin-Williams
SHW
$85.2B
$242K 0.02%
700
-214
SPH icon
633
Suburban Propane Partners
SPH
$1.29B
$242K 0.02%
13,000
+2,000
CASH icon
634
Pathward Financial
CASH
$1.61B
$241K 0.02%
3,261
AIRR icon
635
First Trust RBA American Industrial Renaissance ETF
AIRR
$6.07B
$241K 0.02%
+2,494
IHDG icon
636
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.29B
$239K 0.02%
5,187
AB icon
637
AllianceBernstein
AB
$3.76B
$236K 0.02%
6,178
+13
GSEP icon
638
FT Vest US Equity Moderate Buffer ETF September
GSEP
$552M
$234K 0.02%
+6,155
CLH icon
639
Clean Harbors
CLH
$12.2B
$234K 0.02%
+1,008
VRP icon
640
Invesco Variable Rate Preferred ETF
VRP
$2.31B
$233K 0.02%
9,441
ARWR icon
641
Arrowhead Research
ARWR
$7.16B
$233K 0.02%
+6,749
LPLA icon
642
LPL Financial
LPLA
$28.5B
$233K 0.02%
699
+5
GPC icon
643
Genuine Parts
GPC
$18.1B
$232K 0.02%
+1,676
HEI icon
644
HEICO Corp
HEI
$44.1B
$232K 0.02%
719
-4
FNCL icon
645
Fidelity MSCI Financials Index ETF
FNCL
$2.37B
$232K 0.02%
3,037
-425
BKLN icon
646
Invesco Senior Loan ETF
BKLN
$6.34B
$230K 0.02%
10,992
+376
WTV icon
647
WisdomTree US Value Fund
WTV
$2.05B
$229K 0.02%
2,520
CLX icon
648
Clorox
CLX
$13.2B
$229K 0.02%
1,857
+127
EIX icon
649
Edison International
EIX
$22.7B
$228K 0.02%
4,131
-51
ALLE icon
650
Allegion
ALLE
$14.3B
$227K 0.02%
+1,278
24 25
26
27 28