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
426
$290K 0.03%
12,829
-4,602
427
$289K 0.03%
1,040
-325
428
$286K 0.03%
1,916
429
$284K 0.03%
9,951
-150
430
$282K 0.03%
27,214
+1,007
431
$281K 0.03%
8,500
432
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2,190
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433
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434
$276K 0.03%
9,440
435
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6,916
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436
$268K 0.03%
16,736
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437
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1,199
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438
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440
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441
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446
$252K 0.03%
2,107
447
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2,240
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448
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+3,269
449
$250K 0.03%
4,295
+156
450
$249K 0.03%
+5,615
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