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
$157M
AUM Growth
-$1.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$681K
2
+$675K
3
+$454K
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$441K
5
TFC icon
Truist Financial
TFC
+$387K

Top Sells

1
+$1.49M
2
+$939K
3
+$871K
4
INTC icon
Intel
INTC
+$695K
5
VER
VEREIT, Inc.
VER
+$594K

Sector Composition

1 Financials 8.61%
2 Consumer Staples 6.19%
3 Healthcare 5.18%
4 Technology 5.02%
5 Energy 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.27M 0.81%
197,175
+20,101
27
$1.25M 0.8%
21,224
-2,318
28
$1.25M 0.8%
20,352
+4,112
29
$1.21M 0.77%
73,768
+3,285
30
$1.21M 0.77%
125,321
+1,637
31
$1.19M 0.76%
93,219
-4,800
32
$1.18M 0.75%
14,955
+66
33
$1.16M 0.74%
14,863
+1,118
34
$1.16M 0.74%
24,892
+2,773
35
$1.12M 0.71%
41,584
+3,767
36
$1.1M 0.7%
38,645
+965
37
$1.08M 0.69%
45,555
-4,418
38
$1.06M 0.68%
10,877
-188
39
$1.05M 0.67%
111,468
+5,106
40
$1.04M 0.67%
17,931
+474
41
$1.04M 0.67%
26,685
-32
42
$960K 0.61%
16,118
+394
43
$948K 0.6%
26,484
+776
44
$946K 0.6%
34,458
-506
45
$934K 0.6%
40,000
46
$908K 0.58%
9,797
+152
47
$894K 0.57%
65,683
+1,068
48
$883K 0.56%
20,151
+298
49
$881K 0.56%
10,385
-565
50
$838K 0.53%
29,002
-9,748
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