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
$1.16B
AUM Growth
+$77.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$2.28M
3
+$1.8M
4
FTBD icon
Fidelity Tactical Bond ETF
FTBD
+$1.5M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.21M

Top Sells

1
+$1.5M
2
+$1.07M
3
+$1.05M
4
INTC icon
Intel
INTC
+$1.03M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.01M

Sector Composition

1 Technology 10.84%
2 Industrials 5.34%
3 Consumer Staples 4.42%
4 Healthcare 4.01%
5 Consumer Discretionary 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$50.3M 4.35%
1,929,400
+33,944
2
$49.2M 4.25%
281,639
+6,088
3
$38.1M 3.29%
163,641
-4,508
4
$29.9M 2.59%
505,227
+8,515
5
$21M 1.81%
48,742
+104
6
$20.7M 1.79%
734,949
+6,573
7
$19.6M 1.69%
473,009
+15,591
8
$17.3M 1.5%
625,683
+17,397
9
$17.3M 1.49%
137,475
-1,801
10
$16.5M 1.42%
69,352
+2,855
11
$16.3M 1.41%
28,482
+70
12
$14.7M 1.27%
30,149
+52
13
$14.7M 1.27%
245,240
+6
14
$14.3M 1.23%
37,130
+1,624
15
$14M 1.21%
115,257
+3,800
16
$13.8M 1.2%
512,298
+6,878
17
$13.7M 1.18%
73,288
-1,621
18
$13.1M 1.13%
22,736
-346
19
$10.4M 0.9%
24,922
-92
20
$10.3M 0.89%
59,944
-8,706
21
$10.3M 0.89%
194,193
+16,730
22
$9.83M 0.85%
34,732
-502
23
$8.01M 0.69%
134,604
-14,180
24
$7.74M 0.67%
19,791
-166
25
$7.56M 0.65%
38,181
+1,402
1
2 3 4 5