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
126
$1.64M 0.2%
5,064
-264
127
$1.63M 0.19%
9,248
+362
128
$1.62M 0.19%
70,152
+319
129
$1.61M 0.19%
12,773
+6
130
$1.59M 0.19%
63,841
-788
131
$1.58M 0.19%
27,414
-3,560
132
$1.58M 0.19%
23,771
+856
133
$1.58M 0.19%
31,524
+996
134
$1.56M 0.19%
42,431
-133
135
$1.53M 0.18%
7,861
-69
136
$1.52M 0.18%
14,940
+3,077
137
$1.51M 0.18%
66,496
+1,414
138
$1.5M 0.18%
10,415
+490
139
$1.49M 0.18%
92,193
-39,783
140
$1.49M 0.18%
7,925
+384
141
$1.48M 0.18%
8,505
-361
142
$1.48M 0.18%
51,424
-1,850
143
$1.47M 0.18%
21,595
+659
144
$1.45M 0.17%
58,922
-2,314
145
$1.45M 0.17%
48,830
+3,522
146
$1.43M 0.17%
31,081
147
$1.43M 0.17%
18,035
-537
148
$1.43M 0.17%
6,445
+155
149
$1.42M 0.17%
82,113
-41,870
150
$1.38M 0.17%
16,215
+524
4 5
6
7 8