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
$933M
AUM Growth
-$90.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$3.28M
3
+$3.09M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.9M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$2.73M

Top Sells

1
+$10.8M
2
+$8.1M
3
+$6.36M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$5.04M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.75M

Sector Composition

1 Technology 10.85%
2 Industrials 6.03%
3 Consumer Staples 5.28%
4 Healthcare 4.81%
5 Consumer Discretionary 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$969K 0.1%
4,973
-1,896
202
$959K 0.1%
16,922
-4,353
203
$957K 0.1%
18,715
-13,455
204
$953K 0.1%
81,557
+8,591
205
$946K 0.1%
+8,561
206
$944K 0.1%
+49,717
207
$942K 0.1%
+12,520
208
$924K 0.1%
+17,599
209
$923K 0.1%
36,580
-6
210
$921K 0.1%
10,862
-1,111
211
$920K 0.1%
+8,310
212
$913K 0.1%
3,049
-451
213
$909K 0.1%
7,209
-2,856
214
$900K 0.1%
2,044
-235
215
$899K 0.1%
+40,415
216
$898K 0.1%
+42,977
217
$886K 0.1%
10,954
-704
218
$881K 0.09%
7,821
-2,691
219
$879K 0.09%
+2,566
220
$878K 0.09%
18,143
+7,540
221
$876K 0.09%
12,435
-1,082
222
$870K 0.09%
11,588
-5,485
223
$864K 0.09%
21,610
-22,584
224
$863K 0.09%
7,262
-2,350
225
$857K 0.09%
+9,750
7 8
9
10 11