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
101
$459K 0.32%
4,106
+314
102
$445K 0.31%
9,000
103
$444K 0.31%
7,500
-478
104
$435K 0.3%
4,405
+262
105
$432K 0.3%
33,200
+2,240
106
$430K 0.3%
20,454
-627
107
$427K 0.3%
28,909
-1,290
108
$424K 0.3%
8,486
+2,008
109
$412K 0.29%
29,906
+3,512
110
$411K 0.29%
4,219
-159
111
$409K 0.29%
39,985
112
$399K 0.28%
4,351
+39
113
$395K 0.28%
3,132
+68
114
$395K 0.28%
12,909
+23
115
$394K 0.28%
8,687
-291
116
$391K 0.27%
24,664
+166
117
$389K 0.27%
10,942
118
$385K 0.27%
3,713
+138
119
$384K 0.27%
6,496
+3
120
$374K 0.26%
7,694
-1,631
121
$373K 0.26%
8,390
+260
122
$369K 0.26%
8,215
-457
123
$366K 0.26%
3,622
124
$363K 0.25%
9,883
-4,718
125
$362K 0.25%
4,711
-11
3 4
5
6 7