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
151
$1.32M 0.16%
12,393
+141
152
$1.31M 0.16%
79,861
+2,284
153
$1.31M 0.16%
12,263
-845
154
$1.3M 0.16%
6,061
+19
155
$1.3M 0.16%
254,367
-6,800
156
$1.29M 0.15%
29,292
-2,131
157
$1.27M 0.15%
13,471
-571
158
$1.27M 0.15%
73,810
-5,621
159
$1.25M 0.15%
58,827
-3,125
160
$1.25M 0.15%
13,141
+946
161
$1.24M 0.15%
8,589
-13
162
$1.24M 0.15%
28,378
+268
163
$1.23M 0.15%
13,714
-106
164
$1.23M 0.15%
44,967
-7,050
165
$1.23M 0.15%
26,031
-126
166
$1.22M 0.15%
12,822
+521
167
$1.21M 0.14%
196,247
+3,063
168
$1.21M 0.14%
10,842
+4
169
$1.21M 0.14%
8,407
-238
170
$1.2M 0.14%
30,396
-1,000
171
$1.2M 0.14%
55,023
-7,280
172
$1.19M 0.14%
5,332
+418
173
$1.18M 0.14%
6,941
-104
174
$1.18M 0.14%
13,137
-932
175
$1.17M 0.14%
9,758
+24
5 6
7
8 9