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
51
$805K 0.51%
7,187
-167
52
$783K 0.5%
32,037
+951
53
$772K 0.49%
40,128
+2,689
54
$768K 0.49%
15,919
+230
55
$765K 0.49%
17,326
-994
56
$763K 0.49%
28,913
-311
57
$717K 0.46%
10,775
-264
58
$710K 0.45%
468,017
+1,246
59
$701K 0.45%
5,990
+1,158
60
$688K 0.44%
17,143
+950
61
$688K 0.44%
15,861
+8,918
62
$681K 0.43%
+11,870
63
$679K 0.43%
9,720
+1,031
64
$677K 0.43%
27,644
+1,544
65
$677K 0.43%
49,900
-1,500
66
$675K 0.43%
8,690
+104
67
$675K 0.43%
+20,985
68
$662K 0.42%
6,861
+787
69
$657K 0.42%
18,890
+290
70
$655K 0.42%
6,886
+200
71
$645K 0.41%
5,289
+350
72
$642K 0.41%
12,671
+8,704
73
$637K 0.41%
6,566
-456
74
$624K 0.4%
11,587
-1,622
75
$624K 0.4%
9,394
-121
1 2
3
4 5