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
$617M
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$3.59M
3
+$3.14M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.08M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$3.04M

Top Sells

1
+$1.2M
2
+$1.12M
3
+$1.01M
4
RTN
Raytheon Company
RTN
+$1M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$971K

Sector Composition

1 Technology 12.33%
2 Healthcare 5.91%
3 Consumer Discretionary 4.37%
4 Industrials 3.88%
5 Consumer Staples 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.84M 0.46%
88,380
+21,195
52
$2.84M 0.46%
29,619
+4,608
53
$2.73M 0.44%
167,200
+4,548
54
$2.72M 0.44%
27,153
+6,556
55
$2.67M 0.43%
+46,344
56
$2.61M 0.42%
65,286
+2,673
57
$2.53M 0.41%
8,562
+3,062
58
$2.53M 0.41%
8,579
+359
59
$2.52M 0.41%
79,830
+11,050
60
$2.41M 0.39%
19,035
-608
61
$2.37M 0.38%
52,901
+11,756
62
$2.33M 0.38%
18,248
+9,209
63
$2.33M 0.38%
84,208
+26,335
64
$2.32M 0.38%
27,928
+2,768
65
$2.31M 0.37%
20,739
-858
66
$2.31M 0.37%
33,751
+1,556
67
$2.26M 0.37%
86,468
-12,857
68
$2.26M 0.37%
12,071
+1,137
69
$2.25M 0.36%
220,248
+6,099
70
$2.24M 0.36%
5,147
+1,076
71
$2.24M 0.36%
26,958
+1,181
72
$2.23M 0.36%
72,293
+545
73
$2.21M 0.36%
55,721
+11,577
74
$2.19M 0.36%
67,538
-34,591
75
$2.16M 0.35%
8,626
+1,384
1 2
3
4 5