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
$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 12.32%
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
126
$1.31M 0.21%
33,502
-78
127
$1.29M 0.21%
18,280
-960
128
$1.28M 0.21%
83,985
-635
129
$1.28M 0.21%
24,817
-1,150
130
$1.27M 0.21%
65,736
-17,891
131
$1.27M 0.21%
30,207
+3,059
132
$1.27M 0.21%
18,919
+4,662
133
$1.27M 0.21%
22,446
+12,822
134
$1.25M 0.2%
17,697
+238
135
$1.24M 0.2%
17,236
+1,095
136
$1.24M 0.2%
11,337
+86
137
$1.23M 0.2%
27,954
+462
138
$1.22M 0.2%
13,661
+869
139
$1.21M 0.2%
267,884
-2,700
140
$1.21M 0.2%
24,971
+1,215
141
$1.18M 0.19%
5,517
-29
142
$1.17M 0.19%
19,284
+164
143
$1.17M 0.19%
6,890
-109
144
$1.17M 0.19%
21,107
+1,227
145
$1.17M 0.19%
6,862
-470
146
$1.17M 0.19%
64,713
+1,953
147
$1.16M 0.19%
8,094
-12
148
$1.15M 0.19%
48,597
-2,708
149
$1.14M 0.19%
48,742
-4,559
150
$1.14M 0.18%
5,928
+4,224
4 5
6
7 8