Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 16.55%
This Quarter Est. Return
1 Year Est. Return
+16.55%
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
1
$33.4M 3.58%
172,117
-55,421
2
$32.8M 3.51%
230,698
-44,762
3
$32.5M 3.49%
1,736,416
-432,224
4
$21.7M 2.33%
460,939
-107,071
5
$21.6M 2.31%
892,326
-196,329
6
$18.8M 2.01%
248,348
-20,013
7
$16.5M 1.76%
48,373
-10,068
8
$15.9M 1.7%
162,396
-48,339
9
$14.6M 1.57%
360,995
-84,561
10
$13.1M 1.4%
29,509
-9,139
11
$11.9M 1.27%
26,655
-984
12
$11.2M 1.2%
473,760
-79,032
13
$10.3M 1.11%
25,491
-1,705
14
$10.3M 1.1%
51,574
-14,662
15
$9.83M 1.05%
26,600
-4,332
16
$9.42M 1.01%
170,215
-41,899
17
$9.23M 0.99%
70,776
-26,506
18
$8.39M 0.9%
46,807
-2,544
19
$8.31M 0.89%
353,379
-44,106
20
$8.18M 0.88%
108,093
-52,976
21
$7.99M 0.86%
28,241
-11,481
22
$7.91M 0.85%
47,767
-7,867
23
$7.85M 0.84%
83,277
-43,857
24
$7.62M 0.82%
34,591
-2,086
25
$7.48M 0.8%
86,280
-23,480
1
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