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
$838M
AUM Growth
-$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.54M
3
+$1.44M
4
VTV icon
Vanguard Value ETF
VTV
+$1.42M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.42M

Top Sells

1
+$32.7M
2
+$20.9M
3
+$11.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.16M
5
TRV icon
Travelers Companies
TRV
+$5.33M

Sector Composition

1 Technology 6.09%
2 Healthcare 5.21%
3 Industrials 5.06%
4 Consumer Staples 3.54%
5 Financials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.72M 0.44%
24,047
+227
52
$3.69M 0.44%
57,713
+3,297
53
$3.67M 0.44%
63,455
-786
54
$3.64M 0.43%
129,675
-6,321
55
$3.63M 0.43%
7,148
+251
56
$3.61M 0.43%
82,225
-750
57
$3.35M 0.4%
239,736
-2,502
58
$3.34M 0.4%
150,688
+2,558
59
$3.32M 0.4%
39,136
+661
60
$3.31M 0.39%
46,369
-8,500
61
$3.27M 0.39%
45,378
+4,308
62
$3.25M 0.39%
48,696
63
$3.08M 0.37%
32,487
-11,184
64
$3.07M 0.37%
9,200
+35
65
$3.05M 0.36%
32,964
+145
66
$3.03M 0.36%
33,731
-2,560
67
$3.02M 0.36%
39,896
-463
68
$3M 0.36%
134,943
-1,469
69
$2.99M 0.36%
117,999
+507
70
$2.97M 0.35%
211,036
-12,208
71
$2.96M 0.35%
59,072
+4,534
72
$2.95M 0.35%
48,855
+877
73
$2.94M 0.35%
47,905
-168
74
$2.94M 0.35%
28,138
+2,180
75
$2.94M 0.35%
41,307
+870
1 2
3
4 5