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
476
$221K 0.03%
2,428
477
$219K 0.03%
+9,566
478
$219K 0.03%
7,233
+16
479
$219K 0.03%
7,036
480
$218K 0.03%
5,240
481
$215K 0.03%
10,704
-118
482
$215K 0.03%
+4,832
483
$214K 0.03%
4,770
484
$213K 0.03%
+5,735
485
$212K 0.03%
9,188
+580
486
$211K 0.03%
2,660
+6
487
$210K 0.03%
+917
488
$207K 0.02%
15,256
489
$206K 0.02%
4,479
-970
490
$205K 0.02%
19,075
+6,133
491
$205K 0.02%
+766
492
$205K 0.02%
+7,724
493
$205K 0.02%
+4,310
494
$205K 0.02%
27,954
+4,610
495
$204K 0.02%
+6,550
496
$203K 0.02%
+929
497
$202K 0.02%
6,874
-244
498
$202K 0.02%
+2,797
499
$201K 0.02%
3,621
+28
500
$201K 0.02%
6,397
-25
18 19
20
21 22