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
$1.02B
AUM Growth
-$9.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$3.74M
3
+$2.47M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.46M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$2.44M

Top Sells

1
+$4.6M
2
+$4.31M
3
+$4.03M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$3.99M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.71M

Sector Composition

1 Technology 11.14%
2 Industrials 6.16%
3 Consumer Staples 5.68%
4 Healthcare 5.63%
5 Financials 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.05M 0.1%
42,889
+209
202
$1.04M 0.1%
4,879
+267
203
$1.03M 0.1%
166,384
+68
204
$1.01M 0.1%
17,503
+380
205
$1.01M 0.1%
88,212
+21
206
$1.01M 0.1%
4,409
+99
207
$1.01M 0.1%
3,500
+216
208
$1M 0.1%
11,956
-364
209
$1M 0.1%
4,109
+995
210
$1M 0.1%
6,047
+607
211
$999K 0.1%
24,776
+1,080
212
$979K 0.1%
5,140
213
$978K 0.1%
11,063
+1,331
214
$966K 0.09%
8,429
+796
215
$961K 0.09%
7,333
-358
216
$959K 0.09%
12,912
-821
217
$947K 0.09%
2,659
-332
218
$938K 0.09%
11,973
-788
219
$928K 0.09%
11,658
-6,322
220
$927K 0.09%
10,443
-3
221
$922K 0.09%
13,025
-2,220
222
$920K 0.09%
1,894
-40
223
$901K 0.09%
9,419
-98
224
$899K 0.09%
17,874
-6,831
225
$899K 0.09%
23,709
+565
7 8
9
10 11