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
$659M
AUM Growth
-$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
653
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.3M
3
+$2.21M
4
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$2.09M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$2.06M

Top Sells

1
+$31.3M
2
+$31M
3
+$22.8M
4
ADM icon
Archer Daniels Midland
ADM
+$16.3M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$16.2M

Sector Composition

1 Technology 14.71%
2 Industrials 6.53%
3 Healthcare 5.38%
4 Consumer Discretionary 4.83%
5 Consumer Staples 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.06M 0.16%
15,011
-36,371
177
$1.05M 0.16%
41,955
-461,214
178
$1.04M 0.16%
9,549
+2,264
179
$1.04M 0.16%
42,039
+7,756
180
$1.03M 0.16%
10,882
+3,318
181
$1.01M 0.15%
3,884
+751
182
$1.01M 0.15%
7,770
+743
183
$993K 0.15%
19,349
+1,734
184
$986K 0.15%
12,140
-1,219
185
$985K 0.15%
12,006
+418
186
$968K 0.15%
155,606
+59,491
187
$968K 0.15%
7,745
+2,935
188
$952K 0.14%
15,201
-3,834
189
$947K 0.14%
36,282
+9,548
190
$943K 0.14%
1,645
+648
191
$936K 0.14%
3,572
+626
192
$935K 0.14%
12,033
+5,754
193
$919K 0.14%
+17,410
194
$918K 0.14%
5,275
+1,232
195
$916K 0.14%
24,588
-3,399
196
$915K 0.14%
77,447
+26,715
197
$910K 0.14%
19,600
+7,640
198
$887K 0.13%
4,004
+872
199
$885K 0.13%
107,722
+42,735
200
$882K 0.13%
126
+51
6 7
8
9 10