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
626
– –
-3,426
627
– –
-9,613
628
– –
-1,552
629
– –
-7,706
630
– –
-6,600
631
– –
-5,615
632
– –
-36,483
633
– –
-7,152
634
– –
-25,465
635
– –
-1,722
636
– –
-6,200
637
– –
-11,270
638
– –
-6,132
639
– –
-3,883
640
– –
-10,985
641
– –
-2,306
642
– –
-1,778
643
– –
-26,131
644
– –
-14,370
645
– –
-8,535
646
– –
-2,047
647
– –
-5,240
648
– –
-11,000
649
– –
-25,958
650
– –
-2,184
23 24 25
26
27