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
401
$321K 0.04%
7,823
+1,199
402
$321K 0.04%
7,876
403
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5,970
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404
$319K 0.04%
4,656
+481
405
$316K 0.04%
8,379
+331
406
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+9,172
407
$309K 0.04%
7,914
408
$308K 0.04%
2,469
+302
409
$307K 0.04%
6,934
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410
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8,645
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411
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10,861
-1,653
412
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413
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16,092
-1,157
414
$305K 0.04%
6,934
-805
415
$302K 0.04%
2,224
416
$302K 0.04%
6,539
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417
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17,745
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418
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34,008
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419
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8,146
420
$294K 0.04%
6,599
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421
$294K 0.04%
4,348
422
$293K 0.04%
7,640
+92
423
$292K 0.03%
9,501
-360
424
$292K 0.03%
5,019
425
$292K 0.03%
948
15 16
17
18 19