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
176
$1.17M 0.14%
27,252
+5,147
177
$1.15M 0.14%
11,972
+3,423
178
$1.13M 0.13%
23,277
-870
179
$1.13M 0.13%
15,355
+107
180
$1.13M 0.13%
37,380
+12,477
181
$1.12M 0.13%
47,834
-910
182
$1.1M 0.13%
2,008
+3
183
$1.1M 0.13%
29,635
-3,620
184
$1.09M 0.13%
6,522
-62
185
$1.09M 0.13%
49,614
-1,600
186
$1.08M 0.13%
88,447
+5,111
187
$1.08M 0.13%
6,322
+293
188
$1.07M 0.13%
21,805
-83
189
$1.07M 0.13%
90,187
190
$1.07M 0.13%
9,980
+27
191
$1.06M 0.13%
47,325
-1,124
192
$1.04M 0.12%
12,111
-171
193
$1.04M 0.12%
15,406
+28
194
$1.03M 0.12%
17,005
-776
195
$1.03M 0.12%
3,030
-47
196
$1.02M 0.12%
20,503
+116
197
$999K 0.12%
8,408
-118
198
$989K 0.12%
28,505
-1,215
199
$984K 0.12%
19,575
+368
200
$983K 0.12%
9,024
+7,280
6 7
8
9 10