Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.55B
1-Year Est. Return 18.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22B
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,293
New
Increased
Reduced
Closed

Top Buys

1 +$4.45M
2 +$4.14M
3 +$3.85M
4
GLD icon
SPDR Gold Trust
GLD
+$2.76M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$2.48M

Top Sells

1 +$3.76M
2 +$3.02M
3 +$2.71M
4
RTX icon
RTX Corp
RTX
+$2.42M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.01M

Sector Composition

1 Technology 10.62%
2 Healthcare 5.44%
3 Industrials 4.97%
4 Consumer Staples 4.64%
5 Consumer Discretionary 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2226
-688
2227
0
2228
-689
2229
-623
2230
-400
2231
-74
2232
-975
2233
-2,694
2234
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2235
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2236
-575
2237
-94
2238
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2239
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2240
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2241
-1,200
2242
-1,300
2243
-1,900
2244
-10
2245
-380
2246
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2247
-200
2248
-4,823
2249
-3,670
2250
-4,933