Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 16.55%
This Quarter Est. Return
1 Year Est. Return
+16.55%
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
1
$15.1M 3.18%
237,880
-4,208
2
$9.6M 2.02%
121,371
+44,940
3
$8.22M 1.73%
142,623
+69,530
4
$7.15M 1.5%
718,080
+396,120
5
$6.62M 1.39%
74,354
+47,097
6
$6.62M 1.39%
441,363
+62,283
7
$6.16M 1.29%
39,052
+6,734
8
$5.78M 1.21%
59,300
+1,920
9
$5.6M 1.18%
65,633
+10,567
10
$5.55M 1.17%
33,639
+22,429
11
$5.47M 1.15%
28,750
+3,365
12
$5.2M 1.09%
20,134
-2,010
13
$5.18M 1.09%
107,974
+82,685
14
$5.11M 1.07%
95,072
+10,208
15
$5.1M 1.07%
19,784
+3,228
16
$4.96M 1.04%
37,834
+11,858
17
$4.92M 1.03%
475,413
+8,180
18
$4.75M 1%
90,915
+8,980
19
$4.28M 0.9%
56,107
+15,298
20
$4.27M 0.9%
41,260
+3,921
21
$4.17M 0.88%
59,178
+15,610
22
$4.12M 0.87%
184,191
-20,655
23
$3.96M 0.83%
43,995
+9,563
24
$3.81M 0.8%
94,080
+18,210
25
$3.77M 0.79%
171,465
+26,813
1
2 3 4 5