Koshinski Asset Management Portfolio holdings
AUM
$1.32B
This Quarter Return
+6.01%
1 Year Return
+15.49%
3 Year Return
+57.36%
5 Year Return
+98.18%
10 Year Return
+202.18%
AUM
$795M
AUM Growth
+$795M
(-16%)
Cap. Flow
-$197M
Cap. Flow
% of AUM
-24.74%
Top 10 Holdings %
Top 10 Hldgs %
19.79%
Holding
648
New
60
Increased
62
Reduced
419
Closed
101
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$10.5M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$6.79M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$4.27M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$4.17M |
| 5 |
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
$3.55M |
Sector Composition
| 1 | Technology | 10.68% |
| 2 | Industrials | 6.07% |
| 3 | Consumer Discretionary | 5.33% |
| 4 | Healthcare | 5.15% |
| 5 | Consumer Staples | 4.54% |
