
Koshinski Asset Management Portfolio holdings
AUM
$1.32B
This Quarter Return
+2.46%
1 Year Return
+15.49%
3 Year Return
+57.36%
5 Year Return
+98.18%
10 Year Return
+202.18%
AUM
$1.08B
AUM Growth
+$1.08B
(+10%)
Cap. Flow
+$90.4M
Cap. Flow
% of AUM
8.38%
Top 10 Holdings %
Top 10 Hldgs %
24.74%
Holding
651
New
72
Increased
268
Reduced
249
Closed
48
Top Buys
1 |
Archer Daniels Midland
ADM
|
$13.1M |
2 |
iShares Core S&P 500 ETF
IVV
|
$6.48M |
3 |
Apple
AAPL
|
$5.17M |
4 |
Microsoft
MSFT
|
$4.73M |
5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$4.34M |
Top Sells
1 |
NVIDIA
NVDA
|
$3.43M |
2 |
Schwab US Dividend Equity ETF
SCHD
|
$2.54M |
3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.76M |
4 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$1.26M |
5 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$1.17M |
Sector Composition
1 | Technology | 12.25% |
2 | Industrials | 4.81% |
3 | Consumer Staples | 4.32% |
4 | Healthcare | 4.15% |
5 | Consumer Discretionary | 3.79% |