Koshinski Asset Management Portfolio holdings
AUM
$1.32B
1-Year Return
15.49%
This Quarter Return
+6.48%
1 Year Return
+15.49%
3 Year Return
+57.36%
5 Year Return
+98.18%
10 Year Return
+202.18%
AUM
$1.16B
AUM Growth
+$77.4M
(+7.2%)
Cap. Flow
+$30.5M
Cap. Flow
% of AUM
2.64%
Top 10 Holdings %
Top 10 Hldgs %
24.19%
Holding
664
New
61
Increased
233
Reduced
272
Closed
31
Top Buys
| 1 |
Travelers Companies
TRV
|
+$6.56M |
| 2 |
RTX Corp
RTX
|
+$2.28M |
| 3 |
Heritage Global
HGBL
|
+$1.8M |
| 4 |
Fidelity Tactical Bond ETF
FTBD
|
+$1.5M |
| 5 |
Janus Henderson AAA CLO ETF
JAAA
|
+$1.21M |
Top Sells
| 1 |
Broadcom
AVGO
|
+$1.5M |
| 2 |
iShares US Industrials ETF
IYJ
|
+$1.07M |
| 3 |
Apple
AAPL
|
+$1.05M |
| 4 |
Intel
INTC
|
+$1.03M |
| 5 |
Thermo Fisher Scientific
TMO
|
+$1.01M |
Sector Composition
| 1 | Technology | 10.84% |
| 2 | Industrials | 5.34% |
| 3 | Consumer Staples | 4.42% |
| 4 | Healthcare | 4.01% |
| 5 | Consumer Discretionary | 3.71% |
