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
126
$361K 0.25%
1,830
-31
127
$361K 0.25%
40,345
-1,261
128
$357K 0.25%
10,470
+308
129
$353K 0.25%
34,500
130
$351K 0.25%
26,659
+5,823
131
$350K 0.24%
12,104
-776
132
$346K 0.24%
24,274
+1,460
133
$346K 0.24%
2,300
+249
134
$346K 0.24%
10,053
-331
135
$334K 0.23%
11,621
+1,974
136
$333K 0.23%
3,729
137
$331K 0.23%
3,811
-306
138
$330K 0.23%
4,225
+990
139
$329K 0.23%
+13,550
140
$311K 0.22%
6,163
-55
141
$308K 0.22%
5,694
+196
142
$307K 0.21%
23,305
-100
143
$303K 0.21%
+2,098
144
$301K 0.21%
4,204
+188
145
$296K 0.21%
11,537
-17,465
146
$291K 0.2%
2,975
+205
147
$290K 0.2%
4,635
-48
148
$285K 0.2%
1,393
-17
149
$284K 0.2%
+2,277
150
$284K 0.2%
13,905
+1,281
4 5
6
7 8