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
BUFR icon
51
FT Vest Fund of Buffer ETFs
BUFR
$8.06B
$5.92M 0.4%
177,280
+70,624
FTLS icon
52
First Trust Long/Short Equity ETF
FTLS
$2.13B
$5.83M 0.39%
83,355
+27,174
CGGO icon
53
Capital Group Global Growth Equity ETF
CGGO
$7.84B
$5.8M 0.39%
169,623
+632
AVK
54
Advent Convertible and Income Fund
AVK
$559M
$5.7M 0.38%
445,813
+12,915
PG icon
55
Procter & Gamble
PG
$346B
$5.29M 0.36%
34,458
+2,115
XOM icon
56
Exxon Mobil
XOM
$489B
$5.29M 0.36%
46,890
+1,245
VCSH icon
57
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.1B
$5.28M 0.35%
66,081
+5,467
SPYG icon
58
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$45.6B
$5.23M 0.35%
50,002
+1,418
IYW icon
59
iShares US Technology ETF
IYW
$21B
$5.19M 0.35%
26,485
+36
AZO icon
60
AutoZone
AZO
$65.8B
$5.11M 0.34%
1,192
-5
GSLC icon
61
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.9B
$5.06M 0.34%
38,833
+273
DLN icon
62
WisdomTree US LargeCap Dividend Fund
DLN
$5.55B
$5.03M 0.34%
57,803
-7
IEFA icon
63
iShares Core MSCI EAFE ETF
IEFA
$160B
$4.87M 0.33%
55,761
+3,557
SCHF icon
64
Schwab International Equity ETF
SCHF
$53.5B
$4.82M 0.32%
207,096
+6,200
VZ icon
65
Verizon
VZ
$173B
$4.76M 0.32%
108,210
+1,174
CSCO icon
66
Cisco
CSCO
$304B
$4.71M 0.32%
68,807
-5
RNP icon
67
Cohen & Steers REIT and Preferred and Income Fund
RNP
$997M
$4.61M 0.31%
204,968
+125,259
DIS icon
68
Walt Disney
DIS
$187B
$4.58M 0.31%
39,998
+853
SPIB icon
69
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11B
$4.57M 0.31%
134,939
+19,322
CGHM
70
Capital Group Municipal High-Income ETF
CGHM
$2.39B
$4.5M 0.3%
178,027
+133,128
VCIT icon
71
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.8B
$4.36M 0.29%
51,883
+1,903
VO icon
72
Vanguard Mid-Cap ETF
VO
$89.4B
$4.35M 0.29%
14,824
+411
CGBL icon
73
Capital Group Core Balanced ETF
CGBL
$4.03B
$4.22M 0.28%
121,489
+56,879
XLK icon
74
Technology Select Sector SPDR Fund
XLK
$93.6B
$4.15M 0.28%
14,725
+766
MMM icon
75
3M
MMM
$91.4B
$4.08M 0.27%
26,281
-355
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3
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