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
151
$1.14M 0.18%
8,424
+1,247
152
$1.13M 0.18%
26,589
+9,130
153
$1.12M 0.18%
3,060
-173
154
$1.11M 0.18%
9,435
+2,393
155
$1.1M 0.18%
45,363
-1,846
156
$1.1M 0.18%
10,309
+238
157
$1.1M 0.18%
13,085
+28
158
$1.1M 0.18%
+46,700
159
$1.08M 0.18%
28,281
160
$1.06M 0.17%
57,860
-1,652
161
$1.05M 0.17%
55,676
-19,036
162
$1.03M 0.17%
106,548
-14,069
163
$1.02M 0.17%
28,143
+1,045
164
$1M 0.16%
8,668
+987
165
$979K 0.16%
10,851
+3,874
166
$957K 0.16%
28,127
+5,145
167
$949K 0.15%
2,086
+242
168
$946K 0.15%
5,162
+402
169
$943K 0.15%
4,299
-1,792
170
$943K 0.15%
13,546
+18
171
$943K 0.15%
5,755
+76
172
$936K 0.15%
47,403
-2,502
173
$930K 0.15%
29,965
+4,858
174
$922K 0.15%
9,404
-17
175
$897K 0.15%
5,591
5 6
7
8 9