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
176
$236K 0.17%
7,707
-147
177
$235K 0.16%
6,446
-109
178
$233K 0.16%
17,000
179
$229K 0.16%
5,454
+1
180
$229K 0.16%
17,998
-2,906
181
$227K 0.16%
6,668
182
$227K 0.16%
+2,175
183
$226K 0.16%
16,600
184
$225K 0.16%
+12,650
185
$224K 0.16%
5,815
+345
186
$224K 0.16%
4,459
+2
187
$222K 0.16%
+3,497
188
$219K 0.15%
4,368
-524
189
$218K 0.15%
+7,275
190
$216K 0.15%
4,980
-50
191
$216K 0.15%
11,960
+487
192
$215K 0.15%
3,780
-1,615
193
$213K 0.15%
11,613
+963
194
$213K 0.15%
+7,338
195
$213K 0.15%
2,210
-382
196
$212K 0.15%
10,018
-639
197
$211K 0.15%
12,968
-1,480
198
$210K 0.15%
1,943
-583
199
$210K 0.15%
11,367
-3,952
200
$209K 0.15%
4,181
6 7
8
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