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
$1.18B
AUM Growth
-$1.17T
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$4.94M
3
+$2.86M
4
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$2.7M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.1M

Top Sells

1
+$39.1B
2
+$1.54B
3
+$1.3B
4
BLK icon
Blackrock
BLK
+$1.07B
5
STRL icon
Sterling Infrastructure
STRL
+$1.04B

Sector Composition

1 Technology 10.52%
2 Industrials 4.86%
3 Consumer Staples 4.19%
4 Financials 4.09%
5 Healthcare 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SO icon
151
Southern Company
SO
$102B
$1.69M 0.14%
18,341
+770
DIA icon
152
SPDR Dow Jones Industrial Average ETF Trust
DIA
$40.2B
$1.68M 0.14%
4,006
+962
ORCL icon
153
Oracle
ORCL
$707B
$1.67M 0.14%
11,923
+1,722
IVE icon
154
iShares S&P 500 Value ETF
IVE
$42.1B
$1.66M 0.14%
8,707
-94
MCK icon
155
McKesson
MCK
$105B
$1.65M 0.14%
2,459
+55
TCAF icon
156
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$5.82B
$1.64M 0.14%
50,842
+9,653
IYG icon
157
iShares US Financial Services ETF
IYG
$1.92B
$1.62M 0.14%
20,683
-154
RNP icon
158
Cohen & Steers REIT and Preferred and Income Fund
RNP
$1.01B
$1.62M 0.14%
73,259
+5,025
SPYM
159
State Street SPDR Portfolio S&P 500 ETF
SPYM
$89.8B
$1.62M 0.14%
24,573
+638
OXY icon
160
Occidental Petroleum
OXY
$39.5B
$1.62M 0.14%
32,736
+309
BMY icon
161
Bristol-Myers Squibb
BMY
$92.8B
$1.58M 0.13%
25,956
-306
SDVY icon
162
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$8.71B
$1.56M 0.13%
46,670
-1,401
TMO icon
163
Thermo Fisher Scientific
TMO
$212B
$1.56M 0.13%
3,140
+440
SBUX icon
164
Starbucks
SBUX
$90.5B
$1.55M 0.13%
15,752
+965
LECO icon
165
Lincoln Electric
LECO
$12.4B
$1.52M 0.13%
8,061
+19
CGUS icon
166
Capital Group Core Equity ETF
CGUS
$7.44B
$1.52M 0.13%
45,601
+5,532
HYG icon
167
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18B
$1.52M 0.13%
19,254
-1,191
SCHO icon
168
Schwab Short-Term US Treasury ETF
SCHO
$11.2B
$1.51M 0.13%
61,965
-1,249
NEE icon
169
NextEra Energy
NEE
$170B
$1.48M 0.13%
20,863
-1,983
NUV icon
170
Nuveen Municipal Value Fund
NUV
$1.88B
$1.47M 0.13%
167,917
+6,100
BDX icon
171
Becton Dickinson
BDX
$51.3B
$1.47M 0.12%
6,424
+295
MU icon
172
Micron Technology
MU
$245B
$1.46M 0.12%
16,779
-904
IGLB icon
173
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.57B
$1.46M 0.12%
28,984
-26
PRU icon
174
Prudential Financial
PRU
$36.8B
$1.45M 0.12%
12,996
-1,779
BR icon
175
Broadridge
BR
$26B
$1.44M 0.12%
5,943
+153
5 6
7
8 9