Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.6B
1-Year Est. Return 20.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.78%
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
2276
-725
2277
-8,478
2278
-106
2279
-2,848
2280
-790
2281
-3,750
2282
-800
2283
-137,450
2284
-13
2285
-3,267
2286
-277
2287
-1,011
2288
-70
2289
-7
2290
-470
2291
-10
2292
-1,168
2293
-2,484