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
101
$1.75M 0.27%
139,639
+54,186
102
$1.75M 0.27%
86,614
+34,141
103
$1.74M 0.26%
9,673
-9,038
104
$1.72M 0.26%
35,688
+7,399
105
$1.71M 0.26%
7,001
+1,116
106
$1.69M 0.26%
18,771
+1,345
107
$1.67M 0.25%
41,134
+9,630
108
$1.65M 0.25%
3,107
-2,207
109
$1.64M 0.25%
20,219
-31,408
110
$1.64M 0.25%
7,950
+1,838
111
$1.62M 0.25%
5,234
+1,080
112
$1.59M 0.24%
24,776
+7,567
113
$1.57M 0.24%
26,711
-2,171
114
$1.57M 0.24%
16,359
-1,863
115
$1.55M 0.24%
29,610
+11,335
116
$1.55M 0.24%
10,506
+2,306
117
$1.54M 0.23%
66,196
+10,824
118
$1.52M 0.23%
6,932
+3,202
119
$1.48M 0.22%
14,307
+4,160
120
$1.45M 0.22%
6,564
+3,156
121
$1.44M 0.22%
6,340
+1,215
122
$1.43M 0.22%
13,107
+6,321
123
$1.43M 0.22%
27,683
-442,132
124
$1.43M 0.22%
24,049
+2,247
125
$1.42M 0.22%
32,775
+11,528
3 4
5
6 7