Koshinski Asset Management Portfolio holdings
AUM
$1.32B
1-Year Return
15.49%
This Quarter Return
+5.07%
1 Year Return
+15.49%
3 Year Return
+57.36%
5 Year Return
+98.18%
10 Year Return
+202.18%
AUM
$255M
AUM Growth
+$53.6M
(+27%)
Cap. Flow
+$53.5M
Cap. Flow
% of AUM
20.95%
Top 10 Holdings %
Top 10 Hldgs %
14.15%
Holding
340
New
56
Increased
189
Reduced
60
Closed
20
Top Buys
Top Sells
| 1 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
$1.87M |
| 2 |
First Trust Rising Dividend Achievers ETF
RDVY
|
$1.29M |
| 3 |
Constellation Brands
STZ
|
$1.07M |
| 4 |
Charles Schwab
SCHW
|
$914K |
| 5 |
Vanguard Russell 2000 ETF
VTWO
|
$881K |
Sector Composition
| 1 | Technology | 9.32% |
| 2 | Healthcare | 7.83% |
| 3 | Financials | 7% |
| 4 | Communication Services | 5.52% |
| 5 | Industrials | 4.89% |
