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
101
$1.64M 0.27%
11,578
-101
102
$1.56M 0.25%
93,669
-1,761
103
$1.56M 0.25%
17,093
-661
104
$1.56M 0.25%
24,450
-32
105
$1.52M 0.25%
21,165
-885
106
$1.51M 0.24%
39,995
-1,541
107
$1.49M 0.24%
45,936
-20,640
108
$1.49M 0.24%
11,792
-103
109
$1.49M 0.24%
37,317
+15,591
110
$1.47M 0.24%
50,062
+5,542
111
$1.43M 0.23%
23,694
+3,919
112
$1.43M 0.23%
+21,224
113
$1.43M 0.23%
79,724
-2,590
114
$1.42M 0.23%
11,542
+3,434
115
$1.42M 0.23%
25,900
-452
116
$1.41M 0.23%
36,480
+1,300
117
$1.4M 0.23%
12,538
-131
118
$1.36M 0.22%
7,395
+201
119
$1.36M 0.22%
22,020
+12,564
120
$1.32M 0.21%
29,589
+432
121
$1.32M 0.21%
46,906
+7,812
122
$1.32M 0.21%
93,353
-5,871
123
$1.32M 0.21%
5,794
+1,309
124
$1.32M 0.21%
12,250
+51
125
$1.31M 0.21%
22,512
+2,722
3 4
5
6 7