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
526
$120K 0.01%
10,567
527
$119K 0.01%
+10,478
528
$119K 0.01%
14,753
+2,600
529
$117K 0.01%
16,942
530
$116K 0.01%
15,190
531
$115K 0.01%
28,458
-64
532
$112K 0.01%
11,118
+268
533
$108K 0.01%
+10,025
534
$105K 0.01%
10,540
+216
535
$102K 0.01%
+10,498
536
$98K 0.01%
+11,265
537
$95K 0.01%
29,320
538
$91K 0.01%
12,091
539
$89K 0.01%
13,427
540
$75K 0.01%
23,000
541
$67K 0.01%
10,089
+25
542
$66K 0.01%
4,764
543
$66K 0.01%
3,750
544
$59K 0.01%
10,896
545
$44K 0.01%
1,923
546
$19K ﹤0.01%
10,000
547
$17K ﹤0.01%
1,778
548
$16K ﹤0.01%
1,637
549
$13K ﹤0.01%
12,300
550
$3K ﹤0.01%
667
20 21
22
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