Koshinski Asset Management Portfolio holdings
AUM
$1.55B
1-Year Est. Return
18.25%
This Fund
S&P 500
1 Year Est. Return
+18.25%
AUM
$1.55B
AUM Growth
+$64.5M
(+4.3%)
Holding
755
Top Buys
| 1 | +$68.5M | |
| 2 | +$26.2M | |
| 3 | +$6.37M | |
| 4 |
Zacks Earnings Consistent Portfolio ETF
ZECP
|
+$5.97M |
| 5 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$4.66M |
Top Sells
| 1 | +$4.8M | |
| 2 | +$4.41M | |
| 3 | +$4.39M | |
| 4 |
ServiceNow
NOW
|
+$3.14M |
| 5 |
Capital Group International Focus Equity ETF
CGXU
|
+$2.45M |
Sector Composition
| 1 | Technology | 11.14% |
| 2 | Industrials | 4.85% |
| 3 | Financials | 3.97% |
| 4 | Healthcare | 3.75% |
| 5 | Consumer Discretionary | 3.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
751
StoneX
SNEX
$8.34B
| – | – |
-7,005
|
|
||
752
Sterling Infrastructure
STRL
$14.2B
| – | – |
-6,074
|
|
||
|
UMH
753
UMH Properties
UMH
$1.33B
| – | – |
-40,531
|
|
||
754
Vanguard S&P 500 Value ETF
VOOV
$6.3B
| – | – |
-1,109
|
|
||
|
XHR
755
Xenia Hotels & Resorts
XHR
$1.5B
| – | – |
-13,571
|
|