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
1
$5.33M 3.72%
66,925
-9,612
2
$4.4M 3.08%
182,004
-12,237
3
$3.4M 2.38%
81,300
+1,300
4
$3.17M 2.21%
187,039
+4
5
$2.82M 1.97%
107,264
+2,876
6
$2.42M 1.69%
46,284
-4,724
7
$2.41M 1.68%
224,638
-17,288
8
$2.24M 1.57%
83,577
+663
9
$2.24M 1.56%
54,045
+20,173
10
$2.18M 1.53%
154,284
-4,137
11
$2.14M 1.5%
923,544
-27,879
12
$2.08M 1.45%
13,919
+269
13
$2.03M 1.42%
308,056
-60,544
14
$1.63M 1.14%
20,941
-1,851
15
$1.62M 1.14%
21,192
-204
16
$1.59M 1.11%
88,930
-4,039
17
$1.58M 1.11%
158,713
-6,919
18
$1.56M 1.09%
43,752
+5,268
19
$1.55M 1.09%
271,380
+74,205
20
$1.48M 1.03%
22,360
-1,213
21
$1.44M 1%
91,516
-3,825
22
$1.4M 0.98%
30,190
+5,298
23
$1.27M 0.89%
125,010
-311
24
$1.25M 0.87%
72,417
-1,351
25
$1.24M 0.86%
15,908
+953
1
2 3 4 5