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
201
$209K 0.15%
+3,968
202
$207K 0.14%
+6,806
203
$206K 0.14%
2,217
-109
204
$205K 0.14%
+9,142
205
$203K 0.14%
+2,411
206
$196K 0.14%
10,646
-2,214
207
$195K 0.14%
+12,500
208
$191K 0.13%
+11,770
209
$186K 0.13%
10,000
210
$152K 0.11%
22,399
+7,505
211
$150K 0.1%
+25,600
212
$143K 0.1%
+18,500
213
$140K 0.1%
+9,567
214
$133K 0.09%
15,173
-16,361
215
$126K 0.09%
836
+112
216
$124K 0.09%
10,584
-2,238
217
$112K 0.08%
7,141
+617
218
$111K 0.08%
+2,080
219
$98K 0.07%
+3
220
$93K 0.07%
1,162
-50
221
$89K 0.06%
+11,000
222
$59K 0.04%
22,615
223
$26K 0.02%
962
+376
224
– –
-10,391
225
– –
-21,758
7 8
9
10 11