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
$476M
AUM Growth
-$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$4.01M
3
+$3.97M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.94M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.7M

Top Sells

1
+$3.02M
2
+$2.99M
3
+$2.5M
4
KR icon
Kroger
KR
+$2.49M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$2.03M

Sector Composition

1 Technology 10.86%
2 Healthcare 6.46%
3 Industrials 4.66%
4 Consumer Staples 4.41%
5 Consumer Discretionary 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.05M 0.22%
6,091
+4,540
127
$1.03M 0.22%
27,492
+8,514
128
$1.01M 0.21%
9,536
+52
129
$1.01M 0.21%
120,617
-17,463
130
$1M 0.21%
7,654
-420
131
$999K 0.21%
134,592
+3,526
132
$997K 0.21%
19,120
+6,291
133
$984K 0.21%
19,790
-205
134
$977K 0.21%
47,209
-11,273
135
$976K 0.21%
6,999
+78
136
$967K 0.2%
62,760
+5,100
137
$956K 0.2%
8,108
-961
138
$948K 0.2%
28,281
139
$946K 0.2%
19,775
+1,716
140
$942K 0.2%
49,905
+1,160
141
$927K 0.19%
12,792
+2,162
142
$921K 0.19%
10,071
+115
143
$910K 0.19%
22,982
+2,819
144
$907K 0.19%
7,332
-890
145
$901K 0.19%
13,057
+101
146
$901K 0.19%
270,584
+55,280
147
$888K 0.19%
13,639
+44
148
$880K 0.18%
8,106
+48
149
$873K 0.18%
14,504
+1,240
150
$866K 0.18%
16,141
+1,729
4 5
6
7 8