Koshinski Asset Management Portfolio holdings
AUM
$1.32B
1-Year Return
15.49%
This Quarter Return
+5.51%
1 Year Return
+15.49%
3 Year Return
+57.36%
5 Year Return
+98.18%
10 Year Return
+202.18%
AUM
$933M
AUM Growth
-$90.7M
(-8.9%)
Cap. Flow
-$143M
Cap. Flow
% of AUM
-15.29%
Top 10 Holdings %
Top 10 Hldgs %
23.66%
Holding
671
New
116
Increased
63
Reduced
416
Closed
69
Top Buys
| 1 |
Invesco Active US Real Estate Fund
PSR
|
+$3.36M |
| 2 |
AVK
Advent Convertible and Income Fund
AVK
|
+$3.28M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
+$3.09M |
| 4 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
+$2.9M |
| 5 |
First Trust Long/Short Equity ETF
FTLS
|
+$2.73M |
Top Sells
| 1 |
Apple
AAPL
|
+$10.8M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$8.1M |
| 3 |
Vanguard Value ETF
VTV
|
+$6.36M |
| 4 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$5.04M |
| 5 |
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% |
