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
176
$736K 0.15%
40,000
177
$732K 0.15%
11,326
-152
178
$732K 0.15%
32,425
-800
179
$724K 0.15%
32,440
-2,447
180
$710K 0.15%
4,760
+725
181
$709K 0.15%
9,421
-141
182
$704K 0.15%
4,993
+3,401
183
$701K 0.15%
11,813
-200
184
$700K 0.15%
11,102
-644
185
$699K 0.15%
28,340
186
$696K 0.15%
35,291
-4,568
187
$692K 0.15%
1,844
-34
188
$689K 0.14%
59,512
+14,039
189
$679K 0.14%
89,912
+19,200
190
$676K 0.14%
19,880
+1,300
191
$675K 0.14%
16,368
+764
192
$674K 0.14%
22,296
-1,073
193
$669K 0.14%
9,102
+651
194
$665K 0.14%
4,682
+466
195
$663K 0.14%
9,082
+429
196
$661K 0.14%
12,127
+692
197
$660K 0.14%
5,035
+1,016
198
$658K 0.14%
28,137
-10,898
199
$657K 0.14%
40,118
-3,404
200
$655K 0.14%
13,670
-2,202
6 7
8
9 10