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 3.98%
4 Healthcare 3.7%
5 Consumer Staples 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRSH
651
Marsh
MRSH
$89.3B
$226K 0.02%
1,121
-850
DECW icon
652
AllianzIM U.S. Equity Buffer20 Dec ETF
DECW
$218M
$226K 0.02%
6,845
FLC
653
Flaherty & Crumrine Total Return Fund
FLC
$185M
$224K 0.02%
12,560
UJAN icon
654
Innovator US Equity Ultra Buffer ETF January
UJAN
$231M
$224K 0.02%
5,312
-2,530
BNS icon
655
Scotiabank
BNS
$90.7B
$224K 0.02%
+3,458
EMR icon
656
Emerson Electric
EMR
$83.2B
$223K 0.02%
1,698
+70
QYLD icon
657
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.29B
$222K 0.01%
13,026
VOOV icon
658
Vanguard S&P 500 Value ETF
VOOV
$6.11B
$221K 0.01%
1,109
-47
IQLT icon
659
iShares MSCI Intl Quality Factor ETF
IQLT
$14.1B
$221K 0.01%
4,990
+128
CRDO icon
660
Credo Technology Group
CRDO
$27.4B
$220K 0.01%
+1,514
FPEI icon
661
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.85B
$219K 0.01%
11,319
-2,006
NVG icon
662
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.74B
$219K 0.01%
17,793
-10,266
RPM icon
663
RPM International
RPM
$14.4B
$218K 0.01%
1,847
UDOW icon
664
ProShares UltraPro Dow 30
UDOW
$797M
$216K 0.01%
4,044
-20,538
GJUL icon
665
FT Vest US Equity Moderate Buffer ETF July
GJUL
$424M
$216K 0.01%
+5,320
CGSM icon
666
Capital Group Short Duration Municipal Income ETF
CGSM
$967M
$215K 0.01%
8,171
+133
FNY icon
667
First Trust Mid Cap Growth AlphaDEX Fund
FNY
$496M
$214K 0.01%
2,340
-180
GNRC icon
668
Generac Holdings
GNRC
$9.47B
$214K 0.01%
1,276
-359
MCO icon
669
Moody's
MCO
$96.1B
$213K 0.01%
+447
PGX icon
670
Invesco Preferred ETF
PGX
$4.05B
$211K 0.01%
18,227
-1,300
ZWS icon
671
Zurn Elkay Water Solutions
ZWS
$7.88B
$211K 0.01%
+4,479
NMAI icon
672
Nuveen Multi-Asset Income Fund
NMAI
$444M
$210K 0.01%
16,209
IBDX icon
673
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.54B
$210K 0.01%
8,201
+161
TROW icon
674
T. Rowe Price
TROW
$23.4B
$208K 0.01%
+2,030
PSLV icon
675
Sprott Physical Silver Trust
PSLV
$18.3B
$208K 0.01%
13,259
25 26
27
28 29