Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.55B
1-Year Est. Return 18.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.55B
AUM Growth
+$64.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$68.5M
2
+$26.2M
3
+$6.37M
4
ZECP icon
Zacks Earnings Consistent Portfolio ETF
ZECP
+$5.97M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$4.66M

Top Sells

1
+$4.8M
2
+$4.41M
3
+$4.39M
4
NOW icon
ServiceNow
NOW
+$3.14M
5
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$2.45M

Sector Composition

1 Technology 11.14%
2 Industrials 4.84%
3 Financials 3.89%
4 Healthcare 3.75%
5 Consumer Discretionary 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MUNI icon
126
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.75B
$2.62M 0.17%
49,896
+4,319
FT
127
Franklin Universal Trust
FT
$208M
$2.61M 0.17%
326,444
-3,885
MDYG icon
128
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.63B
$2.6M 0.17%
28,160
-2,710
SO icon
129
Southern Company
SO
$107B
$2.59M 0.17%
29,744
+501
SSO icon
130
ProShares Ultra S&P500
SSO
$7.11B
$2.58M 0.17%
44,558
+328
FRDM icon
131
Freedom 100 Emerging Markets ETF
FRDM
$2.85B
$2.46M 0.16%
47,912
+29,602
T icon
132
AT&T
T
$196B
$2.44M 0.16%
98,207
+9,085
TCAF icon
133
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$6.42B
$2.38M 0.15%
62,150
-150
BSV icon
134
Vanguard Short-Term Bond ETF
BSV
$43.6B
$2.31M 0.15%
29,271
-1,408
XLE icon
135
State Street Energy Select Sector SPDR ETF
XLE
$37.9B
$2.31M 0.15%
51,569
-25,423
RFDA icon
136
RiverFront Dynamic US Dividend Advantage ETF
RFDA
$83.1M
$2.3M 0.15%
36,121
-833
GEV icon
137
GE Vernova
GEV
$235B
$2.28M 0.15%
3,485
+202
JEPQ icon
138
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$34.1B
$2.27M 0.15%
38,994
-5,614
PM icon
139
Philip Morris
PM
$291B
$2.24M 0.14%
13,995
-868
AEE icon
140
Ameren
AEE
$31.3B
$2.21M 0.14%
22,099
-654
VRT icon
141
Vertiv
VRT
$97.5B
$2.19M 0.14%
13,545
-112
MO icon
142
Altria Group
MO
$116B
$2.13M 0.14%
36,978
-3,946
NEE icon
143
NextEra Energy
NEE
$195B
$2.13M 0.14%
26,527
+5,783
SPYM
144
State Street SPDR Portfolio S&P 500 ETF
SPYM
$107B
$2.09M 0.13%
26,073
-134
COP icon
145
ConocoPhillips
COP
$139B
$2.07M 0.13%
22,097
+697
ADP icon
146
Automatic Data Processing
ADP
$86.3B
$2.06M 0.13%
8,019
-98
AFL icon
147
Aflac
AFL
$58.6B
$2.06M 0.13%
18,702
+60
AEP icon
148
American Electric Power
AEP
$72.4B
$2.06M 0.13%
17,828
+341
IYF icon
149
iShares US Financials ETF
IYF
$3.92B
$2.05M 0.13%
15,929
-796
PSX icon
150
Phillips 66
PSX
$62.2B
$2.05M 0.13%
15,876
-82
4 5
6
7 8