Koshinski Asset Management Portfolio holdings
AUM
$1.32B
1-Year Return
15.49%
This Quarter Return
-2.53%
1 Year Return
+15.49%
3 Year Return
+57.36%
5 Year Return
+98.18%
10 Year Return
+202.18%
AUM
$1.22B
AUM Growth
-$20.4M
(-1.6%)
Cap. Flow
+$29.3M
Cap. Flow
% of AUM
2.41%
Top 10 Holdings %
Top 10 Hldgs %
20.02%
Holding
2,293
New
148
Increased
714
Reduced
522
Closed
155
Top Buys
| 1 |
Phillips Edison & Co
PECO
|
+$4.33M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$4.26M |
| 3 |
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
|
+$3.75M |
| 4 |
TRX Gold Corp
TRX
|
+$2.89M |
| 5 |
SPDR Gold Trust
GLD
|
+$2.84M |
Top Sells
| 1 |
UMH
UMH Properties
UMH
|
+$3.76M |
| 2 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
+$2.92M |
| 3 |
Heritage Global
HGBL
|
+$2.71M |
| 4 |
RTX Corp
RTX
|
+$2.42M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$2.05M |
Sector Composition
| 1 | Technology | 10.62% |
| 2 | Healthcare | 5.44% |
| 3 | Industrials | 4.92% |
| 4 | Consumer Staples | 4.64% |
| 5 | Consumer Discretionary | 4.5% |
