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
$977M
AUM Growth
+$318M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
654
New
Increased
Reduced
Closed

Top Buys

1
+$39.6M
2
+$39.4M
3
+$26.6M
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$18M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$15.4M

Top Sells

1
+$3.51M
2
+$3.49M
3
+$2.93M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.76M
5
AVGO icon
Broadcom
AVGO
+$2.66M

Sector Composition

1 Technology 10.88%
2 Industrials 5.69%
3 Healthcare 4.49%
4 Consumer Discretionary 4.07%
5 Financials 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.08M 0.42%
23,319
+2,958
52
$4.07M 0.42%
25,772
+4,361
53
$3.82M 0.39%
116,862
+52,441
54
$3.79M 0.39%
75,679
+62,632
55
$3.79M 0.39%
+49,859
56
$3.66M 0.37%
179,766
-69,444
57
$3.62M 0.37%
134,080
+119,889
58
$3.59M 0.37%
1,140
-149
59
$3.58M 0.37%
+75,121
60
$3.57M 0.37%
20,514
+4,303
61
$3.55M 0.36%
305,412
-164,014
62
$3.51M 0.36%
4,513
+965
63
$3.5M 0.36%
9,125
+2,183
64
$3.49M 0.36%
39,932
+36,609
65
$3.4M 0.35%
96,692
-66,374
66
$3.36M 0.34%
+45,929
67
$3.18M 0.33%
+113,730
68
$3.14M 0.32%
11,041
+3,867
69
$3.03M 0.31%
50,280
+8,949
70
$3.01M 0.31%
+34,122
71
$2.99M 0.31%
11,959
-1,467
72
$2.96M 0.3%
26,054
-8,661
73
$2.89M 0.3%
+46,946
74
$2.87M 0.29%
5,961
-28
75
$2.85M 0.29%
64,593
-24,366
1 2
3
4 5