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
126
$1.42M 0.22%
5,448
-4,133
127
$1.41M 0.21%
2,947
-23,117
128
$1.4M 0.21%
29,250
+11,074
129
$1.38M 0.21%
19,158
-225,678
130
$1.38M 0.21%
13,946
+5,843
131
$1.38M 0.21%
4,660
-1,460
132
$1.38M 0.21%
128,974
+63,319
133
$1.36M 0.21%
10,244
+3,713
134
$1.36M 0.21%
12,903
+4,074
135
$1.36M 0.21%
5,682
+869
136
$1.35M 0.21%
27,401
+11,158
137
$1.34M 0.2%
55,294
-45,822
138
$1.33M 0.2%
10,752
+2,332
139
$1.3M 0.2%
8,258
-29,011
140
$1.3M 0.2%
2,823
+1,076
141
$1.29M 0.2%
72,713
+20,989
142
$1.26M 0.19%
22,039
+3,832
143
$1.25M 0.19%
10,589
+2,609
144
$1.24M 0.19%
11,419
+6,070
145
$1.23M 0.19%
49,289
+16,360
146
$1.22M 0.19%
48,266
+4,558
147
$1.22M 0.19%
18,760
+4,238
148
$1.22M 0.18%
23,219
+6,748
149
$1.21M 0.18%
24,452
+8,480
150
$1.2M 0.18%
15,210
+6,914
4 5
6
7 8