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
76
$580K 0.41%
15,809
-110
77
$580K 0.41%
5,145
+231
78
$580K 0.41%
22,986
+1,450
79
$575K 0.4%
15,301
+279
80
$564K 0.39%
46,302
+329
81
$561K 0.39%
59,376
-4,140
82
$560K 0.39%
2,747
+390
83
$552K 0.39%
6,272
-101
84
$545K 0.38%
6,402
-100
85
$544K 0.38%
7,154
+350
86
$539K 0.38%
7,325
+722
87
$533K 0.37%
9,004
-390
88
$532K 0.37%
6,866
+2
89
$523K 0.37%
21,882
-920
90
$521K 0.36%
39,804
-5,899
91
$520K 0.36%
9,573
+927
92
$513K 0.36%
3,895
+195
93
$509K 0.36%
6,441
+1,025
94
$507K 0.35%
8,384
+1,761
95
$501K 0.35%
6,570
+4
96
$501K 0.35%
2,305
+250
97
$501K 0.35%
25,300
+872
98
$485K 0.34%
12,469
-488
99
$483K 0.34%
18,345
+2,260
100
$459K 0.32%
15,685
-1,458
2 3
4
5 6