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
51
$3.76M 0.4%
23,872
-10,006
52
$3.73M 0.4%
54,212
-1,099
53
$3.72M 0.4%
20,663
-4,416
54
$3.68M 0.39%
114,612
+5,276
55
$3.64M 0.39%
53,867
+13,651
56
$3.58M 0.38%
68,465
-14,430
57
$3.57M 0.38%
33,265
-11,603
58
$3.51M 0.38%
29,001
-1,535
59
$3.5M 0.37%
48,143
-3,547
60
$3.49M 0.37%
74,927
+23,286
61
$3.41M 0.37%
55,945
-1,998
62
$3.41M 0.37%
28,510
-11,868
63
$3.36M 0.36%
+38,760
64
$3.28M 0.35%
+287,650
65
$3.19M 0.34%
185,031
-63,171
66
$3.17M 0.34%
107,790
-67,050
67
$3.13M 0.34%
37,407
+2,731
68
$3.12M 0.33%
43,496
-2,933
69
$3.09M 0.33%
+38,059
70
$3.06M 0.33%
171,578
-45,346
71
$2.9M 0.31%
+96,909
72
$2.84M 0.3%
17,147
-1,930
73
$2.82M 0.3%
9,814
-3,196
74
$2.81M 0.3%
1,125
-307
75
$2.79M 0.3%
25,627
-11,074
1 2
3
4 5