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
151
$282K 0.2%
8,417
-28
152
$279K 0.2%
2,189
+6
153
$279K 0.2%
2,595
+556
154
$279K 0.2%
4,794
+3
155
$278K 0.19%
1,556
-10
156
$278K 0.19%
7,362
-8,499
157
$276K 0.19%
6,603
158
$273K 0.19%
+2,582
159
$273K 0.19%
2,737
-370
160
$269K 0.19%
5,923
161
$268K 0.19%
14,970
162
$265K 0.19%
4,520
-267
163
$262K 0.18%
8,950
164
$261K 0.18%
+1,832
165
$260K 0.18%
3,189
+271
166
$253K 0.18%
9,835
-2,035
167
$250K 0.17%
7,330
168
$247K 0.17%
2,193
+233
169
$245K 0.17%
7,250
+1,392
170
$242K 0.17%
2,415
-104,914
171
$242K 0.17%
19,455
-1,400
172
$239K 0.17%
3,438
+136
173
$239K 0.17%
3,645
+100
174
$237K 0.17%
2,699
+104
175
$236K 0.17%
8,967
-1,205
5 6
7
8 9