Koshinski Asset Management Portfolio holdings
AUM
$1.32B
1-Year Return
15.49%
This Quarter Return
+9.11%
1 Year Return
+15.49%
3 Year Return
+57.36%
5 Year Return
+98.18%
10 Year Return
+202.18%
AUM
$1.32B
AUM Growth
+$147M
(+12%)
Cap. Flow
+$61.1M
Cap. Flow
% of AUM
4.61%
Top 10 Holdings %
Top 10 Hldgs %
23.61%
Holding
710
New
80
Increased
319
Reduced
232
Closed
24
Top Buys
| 1 |
Johnson & Johnson
JNJ
|
$5.84M |
| 2 |
GENT
Genter Capital Taxable Quality Intermediate ETF
GENT
|
$4.86M |
| 3 |
Vanguard ESG US Stock ETF
ESGV
|
$3.51M |
| 4 |
SPDR Euro Stoxx 50 ETF
FEZ
|
$2.37M |
| 5 |
NVIDIA
NVDA
|
$2.28M |
Top Sells
| 1 |
Fidelity Total Bond ETF
FBND
|
$3.25M |
| 2 |
Leuthold Core ETF
LCR
|
$1.69M |
| 3 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$1.13M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$664K |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
$649K |
Sector Composition
| 1 | Technology | 11.55% |
| 2 | Industrials | 5.26% |
| 3 | Financials | 4.13% |
| 4 | Consumer Staples | 4.06% |
| 5 | Healthcare | 3.73% |
