Koshinski Asset Management Portfolio holdings
AUM
$1.32B
This Quarter Return
+4.17%
1 Year Return
+15.49%
3 Year Return
+57.36%
5 Year Return
+98.18%
10 Year Return
+202.18%
AUM
$143M
AUM Growth
+$143M
(-8.8%)
Cap. Flow
-$33.8M
Cap. Flow
% of AUM
-23.66%
Top 10 Holdings %
Top 10 Hldgs %
21.4%
Holding
251
New
24
Increased
87
Reduced
91
Closed
28
Top Buys
| 1 |
Invesco Dorsey Wright Momentum ETF
PDP
|
$835K |
| 2 |
Amgen
AMGN
|
$796K |
| 3 |
Alphabet (Google) Class C
GOOG
|
$591K |
| 4 |
iShares Gold Trust
IAU
|
$505K |
| 5 |
FT
Franklin Universal Trust
FT
|
$425K |
Top Sells
| 1 |
Coca-Cola
KO
|
$19.5M |
| 2 |
Moody's
MCO
|
$10.5M |
| 3 |
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
|
$883K |
| 4 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$864K |
| 5 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$819K |
Sector Composition
| 1 | Financials | 8.62% |
| 2 | Healthcare | 6.16% |
| 3 | Technology | 5.18% |
| 4 | Consumer Staples | 5.07% |
| 5 | Industrials | 4.52% |