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
76
$2.16M 0.35%
145,088
-13,776
77
$2.15M 0.35%
7,380
-250
78
$2.14M 0.35%
16,888
-566
79
$2.02M 0.33%
66,644
-7,613
80
$2.02M 0.33%
9,352
-789
81
$1.99M 0.32%
41,773
-1,180
82
$1.93M 0.31%
30,801
+1
83
$1.92M 0.31%
5,299
+28
84
$1.92M 0.31%
26,052
+3,280
85
$1.9M 0.31%
38,309
+471
86
$1.88M 0.31%
27,955
-4,021
87
$1.84M 0.3%
7,808
-189
88
$1.84M 0.3%
18,532
-224
89
$1.83M 0.3%
16,540
+4,571
90
$1.82M 0.3%
10,874
+1,786
91
$1.81M 0.29%
31,441
+3,378
92
$1.75M 0.28%
299,802
-14,000
93
$1.75M 0.28%
41,919
-2,294
94
$1.75M 0.28%
9,043
+548
95
$1.72M 0.28%
10,936
-450
96
$1.71M 0.28%
24,100
+220
97
$1.71M 0.28%
1,514
+5
98
$1.71M 0.28%
18,695
-261
99
$1.68M 0.27%
7,209
-69
100
$1.64M 0.27%
15,515
-215
2 3
4
5 6