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
451
$247K 0.03%
5,618
+810
452
$246K 0.03%
+9,115
453
$244K 0.03%
22,442
454
$244K 0.03%
2,293
-22
455
$242K 0.03%
+12,949
456
$241K 0.03%
2,365
-925
457
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3,631
+260
458
$239K 0.03%
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+6
459
$238K 0.03%
14,961
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460
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461
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462
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463
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1,125
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464
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465
$234K 0.03%
42,628
+1,059
466
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2,457
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467
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468
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469
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470
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471
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9,360
-754
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$227K 0.03%
138
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473
$226K 0.03%
2,971
-744
474
$224K 0.03%
801
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475
$222K 0.03%
10,947
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17 18
19
20 21