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
$933M
AUM Growth
-$90.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$3.28M
3
+$3.09M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.9M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$2.73M

Top Sells

1
+$10.8M
2
+$8.1M
3
+$6.36M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$5.04M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.75M

Sector Composition

1 Technology 10.85%
2 Industrials 6.03%
3 Consumer Staples 5.28%
4 Healthcare 4.81%
5 Consumer Discretionary 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$761K 0.08%
18,311
-5,398
252
$761K 0.08%
10,896
+384
253
$758K 0.08%
150,097
-96,770
254
$754K 0.08%
17,080
-7,696
255
$739K 0.08%
+8,486
256
$737K 0.08%
8,015
-2,428
257
$735K 0.08%
23,177
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258
$731K 0.08%
38,948
-17,181
259
$727K 0.08%
15,598
-13,051
260
$724K 0.08%
13,303
-2,426
261
$724K 0.08%
611
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262
$724K 0.08%
+27,610
263
$723K 0.08%
+21,886
264
$717K 0.08%
7,980
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265
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3,434
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269
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6,750
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270
$700K 0.08%
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271
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15,214
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272
$694K 0.07%
20,575
-19,784
273
$690K 0.07%
15,972
-181
274
$676K 0.07%
+7,043
275
$674K 0.07%
15,799
-1,759
9 10
11
12 13