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
$659M
AUM Growth
-$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
653
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.3M
3
+$2.21M
4
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$2.09M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$2.06M

Top Sells

1
+$31.3M
2
+$31M
3
+$22.8M
4
ADM icon
Archer Daniels Midland
ADM
+$16.3M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$16.2M

Sector Composition

1 Technology 14.71%
2 Industrials 6.53%
3 Healthcare 5.38%
4 Consumer Discretionary 4.83%
5 Consumer Staples 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.17M 0.33%
41,331
-32,073
77
$2.15M 0.33%
21,643
+1,693
78
$2.14M 0.33%
18,448
-2,695
79
$2.12M 0.32%
8,067
+981
80
$2.12M 0.32%
33,499
+20,519
81
$2.11M 0.32%
64,421
-41,370
82
$2.11M 0.32%
18,019
+9,245
83
$2.11M 0.32%
41,048
+4,764
84
$2.1M 0.32%
133,072
+49,466
85
$2.09M 0.32%
13,748
+6,352
86
$2.08M 0.32%
49,678
+20,101
87
$2.07M 0.31%
5,710
+844
88
$2.07M 0.31%
3,548
-747
89
$2.07M 0.31%
7,174
-1,404
90
$2.06M 0.31%
62,928
+23,689
91
$2.05M 0.31%
14,182
+2,175
92
$2.05M 0.31%
133,790
+57,229
93
$1.97M 0.3%
4,355
+498
94
$1.91M 0.29%
85,208
+21,244
95
$1.9M 0.29%
17,639
-1,865
96
$1.89M 0.29%
20,274
+5,307
97
$1.83M 0.28%
16,886
-8,792
98
$1.82M 0.28%
16,277
+1,572
99
$1.79M 0.27%
43,905
+16,486
100
$1.77M 0.27%
205,512
+74,411
2 3
4
5 6