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
$143M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$835K
2
+$796K
3
+$591K
4
IAU icon
iShares Gold Trust
IAU
+$505K
5
FT
Franklin Universal Trust
FT
+$425K

Top Sells

1
+$19.5M
2
+$10.5M
3
+$883K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$864K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$819K

Sector Composition

1 Financials 8.62%
2 Healthcare 6.16%
3 Technology 5.18%
4 Consumer Staples 5.07%
5 Industrials 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$766K 0.54%
9,550
-247
52
$756K 0.53%
32,174
+137
53
$739K 0.52%
20,573
-412
54
$733K 0.51%
12,253
+700
55
$728K 0.51%
8,092
+1,231
56
$726K 0.51%
28,733
-180
57
$725K 0.51%
32,374
-13,181
58
$724K 0.51%
10,529
-246
59
$716K 0.5%
10,542
+157
60
$714K 0.5%
6,509
-678
61
$713K 0.5%
49,900
62
$711K 0.5%
27,388
-256
63
$705K 0.49%
5,989
+700
64
$657K 0.46%
19,059
-1,036
65
$655K 0.46%
6,231
+1,139
66
$653K 0.46%
4,941
-306
67
$651K 0.46%
26,840
68
$631K 0.44%
19,845
+955
69
$623K 0.44%
10,298
+578
70
$593K 0.41%
21,111
+1,620
71
$592K 0.41%
11,997
+4,404
72
$591K 0.41%
+15,360
73
$587K 0.41%
8,694
+4
74
$585K 0.41%
13,608
-454,409
75
$584K 0.41%
5,776
-214
1 2
3
4 5