Koshinski Asset Management Portfolio holdings
AUM
$1.32B
1-Year Return
15.49%
This Quarter Return
+6.05%
1 Year Return
+15.49%
3 Year Return
+57.36%
5 Year Return
+98.18%
10 Year Return
+202.18%
AUM
$1.02B
AUM Growth
-$9.76M
(-0.94%)
Cap. Flow
-$52.9M
Cap. Flow
% of AUM
-5.17%
Top 10 Holdings %
Top 10 Hldgs %
24.82%
Holding
646
New
38
Increased
227
Reduced
244
Closed
91
Top Buys
| 1 |
Heritage Global
HGBL
|
+$4.34M |
| 2 |
Vanguard Value ETF
VTV
|
+$3.74M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
+$2.47M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$2.46M |
| 5 |
Janus Henderson Short Duration Income ETF
VNLA
|
+$2.44M |
Top Sells
| 1 |
AVK
Advent Convertible and Income Fund
AVK
|
+$4.6M |
| 2 |
SPDR Gold Trust
GLD
|
+$4.31M |
| 3 |
Xcel Energy
XEL
|
+$4.03M |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
+$3.99M |
| 5 |
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% |
