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
$143M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$835K
2
+$796K
3
+$591K
4
IAU icon
iShares Gold Trust
IAU
+$505K
5
FT
Franklin Universal Trust
FT
+$425K

Top Sells

1
+$19.5M
2
+$10.5M
3
+$883K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$864K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$819K

Sector Composition

1 Financials 8.62%
2 Healthcare 6.16%
3 Technology 5.18%
4 Consumer Staples 5.07%
5 Industrials 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.23M 0.86%
22,362
+1,138
27
$1.22M 0.85%
94,815
+1,596
28
$1.16M 0.81%
30,014
-22,404
29
$1.13M 0.79%
10,993
+116
30
$1.1M 0.77%
28,206
+1,521
31
$1.08M 0.76%
101,960
-9,508
32
$1.07M 0.75%
21,495
+10,124
33
$1.07M 0.75%
13,473
-1,390
34
$1.06M 0.74%
40,976
-608
35
$1.03M 0.72%
40,000
36
$1M 0.7%
37,370
-30,458
37
$981K 0.69%
21,010
+658
38
$969K 0.68%
17,979
+48
39
$960K 0.67%
38,590
-55
40
$953K 0.67%
16,118
41
$952K 0.67%
26,316
-168
42
$949K 0.66%
66,231
+548
43
$948K 0.66%
61,863
-1,948
44
$946K 0.66%
10,457
-2,214
45
$942K 0.66%
34,683
+225
46
$920K 0.64%
16,575
-751
47
$882K 0.62%
71,306
+15,950
48
$796K 0.56%
+4,906
49
$777K 0.54%
6,575
-311
50
$772K 0.54%
39,377
-751
1
2
3 4 5