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
$1.02B
AUM Growth
-$9.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$3.74M
3
+$2.47M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.46M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$2.44M

Top Sells

1
+$4.6M
2
+$4.31M
3
+$4.03M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$3.99M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.71M

Sector Composition

1 Technology 11.14%
2 Industrials 6.16%
3 Consumer Staples 5.68%
4 Healthcare 5.63%
5 Financials 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38M 3.71%
275,460
+27,081
2
$37.4M 3.65%
227,538
-3,777
3
$35.3M 3.45%
2,168,640
+150,900
4
$26.5M 2.59%
1,088,655
+101,118
5
$25.5M 2.49%
568,010
+32,013
6
$21.4M 2.09%
268,361
+7,424
7
$19.1M 1.86%
210,735
+9,910
8
$18.3M 1.79%
445,556
+25,835
9
$16.8M 1.65%
58,441
+875
10
$15.8M 1.55%
38,648
+79
11
$12.6M 1.23%
66,236
+1,705
12
$12.5M 1.22%
552,792
+65,307
13
$12.3M 1.2%
161,069
+1,287
14
$11.6M 1.13%
127,134
-3,775
15
$11.6M 1.13%
212,114
+15,837
16
$11.4M 1.11%
27,639
+701
17
$11.2M 1.1%
27,196
+388
18
$10M 0.98%
97,282
+654
19
$9.93M 0.97%
30,932
+93
20
$9.91M 0.97%
39,722
+3,753
21
$9.57M 0.93%
49,351
+1,299
22
$9.22M 0.9%
397,485
+62,251
23
$8.62M 0.84%
55,634
-306
24
$7.49M 0.73%
36,677
-727
25
$7.26M 0.71%
45,576
-535
1
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