Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.32B
1-Year Est. Return 15.49%
This Quarter Est. Return
1 Year Est. Return
+15.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$838M
AUM Growth
-$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.54M
3
+$1.44M
4
VTV icon
Vanguard Value ETF
VTV
+$1.42M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.42M

Top Sells

1
+$32.7M
2
+$20.9M
3
+$11.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.16M
5
TRV icon
Travelers Companies
TRV
+$5.33M

Sector Composition

1 Technology 6.09%
2 Healthcare 5.21%
3 Industrials 5.06%
4 Consumer Staples 3.54%
5 Financials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$785K 0.09%
9,152
-193
252
$784K 0.09%
12,830
+1,203
253
$784K 0.09%
29,588
-1,512
254
$772K 0.09%
23,885
255
$763K 0.09%
24,100
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256
$755K 0.09%
57,306
+370
257
$741K 0.09%
23,590
+1,002
258
$736K 0.09%
8,034
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259
$730K 0.09%
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-1,028
260
$711K 0.08%
15,220
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261
$711K 0.08%
28,938
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262
$709K 0.08%
51,161
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263
$703K 0.08%
26,110
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264
$701K 0.08%
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265
$699K 0.08%
14,188
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270
$679K 0.08%
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$674K 0.08%
59,316
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272
$667K 0.08%
16,587
+408
273
$665K 0.08%
5,460
-159
274
$660K 0.08%
8,087
+1
275
$659K 0.08%
28,589
-18,873
9 10
11
12 13