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
$933M
AUM Growth
-$90.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$3.28M
3
+$3.09M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.9M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$2.73M

Top Sells

1
+$10.8M
2
+$8.1M
3
+$6.36M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$5.04M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.75M

Sector Composition

1 Technology 10.85%
2 Industrials 6.03%
3 Consumer Staples 5.28%
4 Healthcare 4.81%
5 Consumer Discretionary 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$242K 0.03%
2,590
-5,172
502
$242K 0.03%
1,684
-547
503
$240K 0.03%
3,171
+167
504
$240K 0.03%
8,889
-1,667
505
$240K 0.03%
5,204
-2,441
506
$239K 0.03%
539
+58
507
$238K 0.03%
595
+48
508
$238K 0.03%
629
-120
509
$236K 0.03%
10,215
-1,836
510
$235K 0.03%
+3,060
511
$235K 0.03%
2,895
-1,453
512
$234K 0.03%
+26,008
513
$234K 0.03%
1,305
-408
514
$233K 0.03%
4,105
-480
515
$233K 0.03%
+438
516
$233K 0.03%
10,535
-8,327
517
$232K 0.02%
15,257
-1,594
518
$232K 0.02%
+6,500
519
$231K 0.02%
1,085
-87
520
$230K 0.02%
6,686
-2,215
521
$230K 0.02%
4,070
-700
522
$229K 0.02%
+2,739
523
$228K 0.02%
3,425
-2,825
524
$226K 0.02%
4,521
-3,346
525
$226K 0.02%
1,303
+48
19 20
21
22 23