Koshinski Asset Management Portfolio holdings
AUM
$1.32B
1-Year Return
15.49%
This Quarter Return
-12.97%
1 Year Return
+15.49%
3 Year Return
+57.36%
5 Year Return
+98.18%
10 Year Return
+202.18%
AUM
$1.01B
AUM Growth
-$212M
(-17%)
Cap. Flow
-$53.2M
Cap. Flow
% of AUM
-5.29%
Top 10 Holdings %
Top 10 Hldgs %
20.99%
Holding
2,156
New
20
Increased
275
Reduced
247
Closed
1,557
Top Buys
| 1 |
Travelers Companies
TRV
|
+$4.53M |
| 2 |
Capital Group International Focus Equity ETF
CGXU
|
+$3.51M |
| 3 |
RTX Corp
RTX
|
+$2.8M |
| 4 |
Heritage Global
HGBL
|
+$2.23M |
| 5 |
Amazon
AMZN
|
+$1.9M |
Top Sells
| 1 |
JPMorgan Chase
JPM
|
+$4M |
| 2 |
AbbVie
ABBV
|
+$2.91M |
| 3 |
TRX Gold Corp
TRX
|
+$2.89M |
| 4 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$1.71M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.58M |
Sector Composition
| 1 | Technology | 9.54% |
| 2 | Healthcare | 5.79% |
| 3 | Consumer Staples | 5.23% |
| 4 | Industrials | 4.88% |
| 5 | Consumer Discretionary | 3.82% |
