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
101
$2.12M 0.25%
11,957
+570
102
$2.12M 0.25%
11,252
-305
103
$2.08M 0.25%
31,700
-6,727
104
$2.07M 0.25%
66,717
+10,154
105
$2.05M 0.24%
51,231
+15,622
106
$2.01M 0.24%
14,784
+23
107
$2M 0.24%
7,026
-35
108
$1.99M 0.24%
27,890
+821
109
$1.99M 0.24%
23,185
+992
110
$1.96M 0.23%
33,676
-1,258
111
$1.93M 0.23%
26,236
+959
112
$1.91M 0.23%
24,200
-141
113
$1.9M 0.23%
37,190
-1,280
114
$1.87M 0.22%
51,296
+1,136
115
$1.87M 0.22%
46,301
+4,186
116
$1.86M 0.22%
121,146
-23,380
117
$1.83M 0.22%
21,671
+676
118
$1.82M 0.22%
215,631
-1,331
119
$1.81M 0.22%
7,838
+165
120
$1.79M 0.21%
12,592
-565
121
$1.78M 0.21%
22,666
-1,071
122
$1.75M 0.21%
21,648
+785
123
$1.73M 0.21%
45,022
+12,637
124
$1.72M 0.21%
48,019
+60
125
$1.68M 0.2%
40,875
-564
3 4
5
6 7