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
$617M
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$3.59M
3
+$3.14M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.08M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$3.04M

Top Sells

1
+$1.2M
2
+$1.12M
3
+$1.01M
4
RTN
Raytheon Company
RTN
+$1M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$971K

Sector Composition

1 Technology 12.32%
2 Healthcare 5.91%
3 Consumer Discretionary 4.37%
4 Industrials 3.88%
5 Consumer Staples 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23M 3.73%
281,920
+44,040
2
$13.1M 2.13%
158,632
+37,261
3
$12.3M 1.99%
965,208
+247,128
4
$11.9M 1.92%
176,021
+33,398
5
$9.29M 1.51%
93,308
+18,954
6
$9.02M 1.46%
65,400
+6,100
7
$8.77M 1.42%
508,383
+67,020
8
$8.13M 1.32%
39,926
+874
9
$7.97M 1.29%
32,176
+3,426
10
$7.65M 1.24%
154,376
+46,402
11
$7.65M 1.24%
24,694
+4,560
12
$6.86M 1.11%
22,259
+2,475
13
$6.46M 1.05%
92,967
+43,784
14
$6.13M 0.99%
69,440
+3,807
15
$6M 0.97%
471,419
-3,994
16
$5.89M 0.96%
60,023
+3,916
17
$5.79M 0.94%
92,430
+1,515
18
$5.58M 0.9%
120,200
+26,120
19
$5.49M 0.89%
99,617
+4,545
20
$5.41M 0.88%
38,447
+613
21
$4.94M 0.8%
42,149
+889
22
$4.58M 0.74%
117,934
+12,637
23
$4.54M 0.74%
27,718
-5,921
24
$4.43M 0.72%
21,943
-435
25
$4.35M 0.7%
27,765
-163
1
2 3 4 5