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
151
$858K 0.18%
54,799
-1,508
152
$837K 0.18%
5,546
+321
153
$836K 0.18%
27,148
+145
154
$831K 0.17%
14,257
+1,619
155
$830K 0.17%
19,862
-248
156
$827K 0.17%
18,185
-7,415
157
$826K 0.17%
16,770
-3,250
158
$820K 0.17%
27,098
+3,503
159
$815K 0.17%
7,681
+860
160
$812K 0.17%
7,042
-2,982
161
$808K 0.17%
23,756
+4,396
162
$808K 0.17%
9,039
+1,368
163
$799K 0.17%
17,459
-2,656
164
$792K 0.17%
24,880
-269
165
$781K 0.16%
30,204
-248
166
$780K 0.16%
8,732
+696
167
$778K 0.16%
25,107
-2,281
168
$770K 0.16%
22,050
+5,055
169
$765K 0.16%
9,106
-10,559
170
$764K 0.16%
51,030
171
$763K 0.16%
+12,296
172
$757K 0.16%
6,865
+56
173
$748K 0.16%
4,485
-260
174
$748K 0.16%
5,679
+170
175
$744K 0.16%
21,726
-6,945
5 6
7
8 9