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
201
$881K 0.13%
1,925
+797
202
$879K 0.13%
17,872
+7,783
203
$865K 0.13%
9,837
-2,610
204
$845K 0.13%
26,922
+9,522
205
$840K 0.13%
12,206
-3,157
206
$829K 0.13%
10,064
+4,589
207
$828K 0.13%
7,520
-3,886
208
$818K 0.12%
40,854
+5,721
209
$811K 0.12%
44,315
+22,687
210
$810K 0.12%
16,985
-29,938
211
$796K 0.12%
23,205
+10,865
212
$784K 0.12%
17,009
+6,676
213
$774K 0.12%
10,525
+1,553
214
$773K 0.12%
16,101
+3,739
215
$767K 0.12%
16,817
+2,267
216
$754K 0.11%
4,024
-528
217
$752K 0.11%
10,729
-2,175
218
$748K 0.11%
1,985
+579
219
$736K 0.11%
4,230
-1,901
220
$730K 0.11%
56,044
+15,240
221
$725K 0.11%
4,998
+1,806
222
$721K 0.11%
38,346
+14,091
223
$712K 0.11%
5,889
+72
224
$711K 0.11%
19,548
+1,905
225
$710K 0.11%
5,965
-709
7 8
9
10 11