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
76
$2.79M 0.3%
5,343
-2,121
77
$2.73M 0.29%
+51,640
78
$2.58M 0.28%
8,307
-2,292
79
$2.55M 0.27%
25,609
-12,011
80
$2.55M 0.27%
33,720
-15,712
81
$2.53M 0.27%
74,322
-50,414
82
$2.51M 0.27%
10,557
-1,400
83
$2.46M 0.26%
18,563
-4,766
84
$2.46M 0.26%
+102,432
85
$2.45M 0.26%
10,806
-1,332
86
$2.45M 0.26%
+13,732
87
$2.44M 0.26%
32,303
-10,695
88
$2.38M 0.26%
13,710
-6,937
89
$2.37M 0.25%
10,783
-3,929
90
$2.37M 0.25%
37,001
-12,707
91
$2.3M 0.25%
78,294
-67,146
92
$2.3M 0.25%
45,302
+302
93
$2.27M 0.24%
337,411
-198,495
94
$2.25M 0.24%
67,311
-27,911
95
$2.22M 0.24%
+45,367
96
$2.2M 0.24%
47,719
-17,032
97
$2.2M 0.24%
12,674
-3,887
98
$2.19M 0.23%
15,894
-6,475
99
$2.19M 0.23%
63,563
-5,086
100
$2.18M 0.23%
20,067
-327
2 3
4
5 6