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
$1.02B
AUM Growth
-$9.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$3.74M
3
+$2.47M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.46M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$2.44M

Top Sells

1
+$4.6M
2
+$4.31M
3
+$4.03M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$3.99M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.71M

Sector Composition

1 Technology 11.14%
2 Industrials 6.16%
3 Consumer Staples 5.68%
4 Healthcare 5.63%
5 Financials 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.38M 0.13%
10,228
+851
152
$1.35M 0.13%
6,869
+32
153
$1.35M 0.13%
11,451
+28
154
$1.35M 0.13%
28,649
-856
155
$1.35M 0.13%
11,527
+1,092
156
$1.33M 0.13%
5,575
-821
157
$1.33M 0.13%
14,266
+671
158
$1.32M 0.13%
6,752
-48
159
$1.31M 0.13%
3,389
+29
160
$1.3M 0.13%
83,862
+653
161
$1.3M 0.13%
46,678
-14,919
162
$1.3M 0.13%
40,359
+6,666
163
$1.28M 0.13%
9,612
-59
164
$1.28M 0.13%
26,239
+1,227
165
$1.26M 0.12%
246,867
166
$1.25M 0.12%
6,521
+59
167
$1.25M 0.12%
17,073
-591
168
$1.24M 0.12%
12,738
-69
169
$1.24M 0.12%
4,351
-359
170
$1.24M 0.12%
8,452
-116
171
$1.24M 0.12%
12,235
+26
172
$1.24M 0.12%
+52,329
173
$1.23M 0.12%
77,538
+57,459
174
$1.22M 0.12%
12,532
+127
175
$1.22M 0.12%
9,831
-1,317
5 6
7
8 9