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
376
$374K 0.04%
1,277
-145
377
$372K 0.04%
23,554
378
$371K 0.04%
5,288
+968
379
$371K 0.04%
1,825
+79
380
$371K 0.04%
93
-8
381
$370K 0.04%
4,878
+3
382
$366K 0.04%
4,083
383
$361K 0.04%
+4,132
384
$357K 0.04%
8,062
-520
385
$357K 0.04%
18,862
386
$353K 0.04%
8,723
-43
387
$352K 0.04%
7,938
+1,021
388
$349K 0.04%
4,923
+324
389
$347K 0.04%
62,731
+1,049
390
$345K 0.04%
16,875
+6,516
391
$340K 0.04%
7,645
-401
392
$340K 0.04%
9,339
393
$340K 0.04%
9,971
+26
394
$339K 0.04%
11,750
-2
395
$337K 0.04%
10,927
+994
396
$332K 0.04%
1,596
+13
397
$329K 0.04%
2,275
398
$324K 0.04%
22,947
+2,478
399
$323K 0.04%
3,107
+547
400
$323K 0.04%
7,556
+69
14 15
16
17 18