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
201
$649K 0.14%
18,883
+2,597
202
$645K 0.14%
13,366
+5,592
203
$639K 0.13%
13,177
-7,226
204
$634K 0.13%
3,782
+335
205
$630K 0.13%
13,528
+344
206
$619K 0.13%
16,607
+332
207
$618K 0.13%
7,177
+202
208
$618K 0.13%
14,280
-2,876
209
$617K 0.13%
5,591
-116
210
$615K 0.13%
1,960
-50
211
$612K 0.13%
56,470
-1,787
212
$609K 0.13%
14,584
-4,147
213
$595K 0.13%
22,870
+7,367
214
$586K 0.12%
8,283
-103
215
$581K 0.12%
9,243
+60
216
$573K 0.12%
5,371
-1,473
217
$573K 0.12%
23,955
-10,875
218
$572K 0.12%
11,826
-174
219
$570K 0.12%
17,504
+667
220
$562K 0.12%
11,028
+320
221
$562K 0.12%
26,985
-35,830
222
$561K 0.12%
9,456
-2,697
223
$548K 0.12%
3,298
+16
224
$541K 0.11%
52,530
-7,077
225
$540K 0.11%
+18,911
7 8
9
10 11