Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.32B
1-Year Est. Return 15.49%
This Quarter Est. Return
1 Year Est. Return
+15.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
-$9.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$3.74M
3
+$2.47M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.46M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$2.44M

Top Sells

1
+$4.6M
2
+$4.31M
3
+$4.03M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$3.99M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.71M

Sector Composition

1 Technology 11.14%
2 Industrials 6.16%
3 Consumer Staples 5.68%
4 Healthcare 5.63%
5 Financials 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.34M 0.42%
+1,510,829
52
$4.31M 0.42%
145,440
-73,205
53
$4.3M 0.42%
7,464
+230
54
$4.3M 0.42%
87,459
-4,464
55
$4.26M 0.42%
32,725
+511
56
$4.19M 0.41%
40,378
-2,662
57
$4.18M 0.41%
8,410
+232
58
$4.15M 0.41%
82,895
-985
59
$4.07M 0.4%
124,736
-2,958
60
$3.96M 0.39%
248,202
-2,577
61
$3.82M 0.37%
535,906
+29,430
62
$3.82M 0.37%
51,690
+4,646
63
$3.77M 0.37%
216,924
+2,780
64
$3.72M 0.36%
36,701
+885
65
$3.65M 0.36%
55,311
-6,952
66
$3.64M 0.36%
37,620
+1,611
67
$3.56M 0.35%
49,432
+936
68
$3.55M 0.35%
109,336
+53,299
69
$3.52M 0.34%
1,432
+15
70
$3.45M 0.34%
49,708
+5,471
71
$3.29M 0.32%
42,998
+5,267
72
$3.21M 0.31%
57,943
-578
73
$3.18M 0.31%
46,429
-1,448
74
$3.18M 0.31%
30,536
+738
75
$3.13M 0.31%
10,599
-36
1 2
3
4 5