Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 16.55%
This Quarter Est. Return
1 Year Est. Return
+16.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$6.06M
3
+$3.82M
4
CLOI icon
VanEck CLO ETF
CLOI
+$3.62M
5
CGHM
Capital Group Municipal High-Income ETF
CGHM
+$3.37M

Top Sells

1
+$60.7M
2
+$12.4M
3
+$6.31M
4
PSR icon
Invesco Active US Real Estate Fund
PSR
+$2.71M
5
AVGO icon
Broadcom
AVGO
+$1.68M

Sector Composition

1 Technology 11.47%
2 Industrials 5.03%
3 Financials 3.98%
4 Healthcare 3.7%
5 Consumer Staples 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DIA icon
201
SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.9B
$1.4M 0.09%
3,014
-1
ADX icon
202
Adams Diversified Equity Fund
ADX
$2.78B
$1.4M 0.09%
62,577
-638
SPSB icon
203
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.47B
$1.39M 0.09%
45,870
+10,040
PRU icon
204
Prudential Financial
PRU
$40.7B
$1.39M 0.09%
13,373
+694
VRSK icon
205
Verisk Analytics
VRSK
$30.9B
$1.38M 0.09%
5,477
+526
VEU icon
206
Vanguard FTSE All-World ex-US ETF
VEU
$56.5B
$1.35M 0.09%
18,875
+3,159
DDM icon
207
ProShares Ultra Dow30
DDM
$558M
$1.35M 0.09%
25,102
-196
PAYX icon
208
Paychex
PAYX
$39.7B
$1.35M 0.09%
10,620
+684
AXP icon
209
American Express
AXP
$246B
$1.35M 0.09%
4,052
-456
XLC icon
210
State Street Communication Services Select Sector SPDR ETF
XLC
$26.7B
$1.34M 0.09%
11,298
+1,638
GS icon
211
Goldman Sachs
GS
$293B
$1.34M 0.09%
1,677
+268
LOW icon
212
Lowe's Companies
LOW
$155B
$1.34M 0.09%
5,315
-185
TJX icon
213
TJX Companies
TJX
$173B
$1.33M 0.09%
9,235
+1,366
IYR icon
214
iShares US Real Estate ETF
IYR
$4.4B
$1.32M 0.09%
13,645
XLU icon
215
State Street Utilities Select Sector SPDR ETF
XLU
$22.1B
$1.32M 0.09%
30,348
-2,464
HON icon
216
Honeywell
HON
$137B
$1.32M 0.09%
6,273
-180
PECO icon
217
Phillips Edison & Co
PECO
$4.44B
$1.32M 0.09%
38,346
-463
IGLB icon
218
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.85B
$1.31M 0.09%
25,384
+532
HYG icon
219
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$19.2B
$1.3M 0.09%
16,071
-1,760
SCHW icon
220
Charles Schwab
SCHW
$183B
$1.3M 0.09%
13,615
-93
MUB icon
221
iShares National Muni Bond ETF
MUB
$42.1B
$1.3M 0.09%
12,191
+379
WPM icon
222
Wheaton Precious Metals
WPM
$61.5B
$1.29M 0.09%
11,576
-979
CASY icon
223
Casey's General Stores
CASY
$23.6B
$1.29M 0.09%
2,290
-46
PH icon
224
Parker-Hannifin
PH
$119B
$1.28M 0.09%
1,695
-72
BSX icon
225
Boston Scientific
BSX
$133B
$1.28M 0.09%
13,134
+3,878
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9
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