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
351
$429K 0.05%
15,455
+42
352
$428K 0.05%
2,033
-22
353
$425K 0.05%
6,891
354
$424K 0.05%
1,465
-122
355
$423K 0.05%
12,915
+461
356
$421K 0.05%
1,559
-200
357
$420K 0.05%
8,310
+85
358
$418K 0.05%
10,413
+648
359
$414K 0.05%
19,000
360
$409K 0.05%
9,484
-178
361
$405K 0.05%
+21,968
362
$395K 0.05%
14,348
+6,745
363
$394K 0.05%
5,479
+16
364
$393K 0.05%
10,288
365
$393K 0.05%
25,120
366
$393K 0.05%
980
+74
367
$391K 0.05%
76,599
+1,812
368
$386K 0.05%
32,176
-2,942
369
$386K 0.05%
821
-3
370
$385K 0.05%
4,643
-258
371
$384K 0.05%
+3,497
372
$382K 0.05%
16,833
-1,669
373
$379K 0.05%
5,735
+648
374
$378K 0.05%
6,731
375
$375K 0.04%
2,204
+131
13 14
15
16 17