Koshinski Asset Management Portfolio holdings
AUM
$1.32B
1-Year Return
15.49%
This Quarter Return
+2.46%
1 Year Return
+15.49%
3 Year Return
+57.36%
5 Year Return
+98.18%
10 Year Return
+202.18%
AUM
$1.08B
AUM Growth
+$102M
(+10%)
Cap. Flow
+$74.3M
Cap. Flow
% of AUM
6.89%
Top 10 Holdings %
Top 10 Hldgs %
24.74%
Holding
651
New
72
Increased
267
Reduced
250
Closed
48
Top Buys
| 1 |
Archer Daniels Midland
ADM
|
+$13.1M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$6.48M |
| 3 |
Apple
AAPL
|
+$5.17M |
| 4 |
Microsoft
MSFT
|
+$4.73M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$4.34M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$3.43M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
+$2.54M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$1.76M |
| 4 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
+$1.26M |
| 5 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$1.17M |
Sector Composition
| 1 | Technology | 12.25% |
| 2 | Industrials | 4.79% |
| 3 | Consumer Staples | 4.32% |
| 4 | Healthcare | 4.15% |
| 5 | Consumer Discretionary | 3.79% |
