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
76
$3.12M 0.3%
20,647
-836
77
$3.11M 0.3%
95,222
+5,542
78
$3.1M 0.3%
14,712
+1,675
79
$3.05M 0.3%
34,676
+1,558
80
$3.03M 0.3%
19,077
+5,566
81
$3.02M 0.29%
23,329
+469
82
$3M 0.29%
22,369
+1,600
83
$2.99M 0.29%
136,905
-7,308
84
$2.93M 0.29%
39,211
-536
85
$2.87M 0.28%
6,067
+44
86
$2.79M 0.27%
64,751
+66
87
$2.76M 0.27%
13,010
-254
88
$2.7M 0.26%
16,561
+792
89
$2.7M 0.26%
32,840
-3,382
90
$2.7M 0.26%
11,957
-118
91
$2.69M 0.26%
40,216
+3,371
92
$2.62M 0.26%
7,217
+255
93
$2.57M 0.25%
12,138
-36
94
$2.57M 0.25%
25,883
-1,335
95
$2.48M 0.24%
25,298
+214
96
$2.45M 0.24%
39,572
+831
97
$2.45M 0.24%
51,641
-4,066
98
$2.44M 0.24%
+51,133
99
$2.44M 0.24%
103,743
-8,362
100
$2.4M 0.23%
9,908
+767
2 3
4
5 6