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
151
$316K 0.2%
7,330
+100
152
$312K 0.2%
3,729
-66
153
$312K 0.2%
9,647
-1,089
154
$310K 0.2%
31,534
-3,564
155
$310K 0.2%
14,970
+270
156
$304K 0.19%
4,787
-46
157
$300K 0.19%
8,950
-715
158
$299K 0.19%
1,566
+70
159
$298K 0.19%
12,624
+1,950
160
$297K 0.19%
2,576
+1
161
$294K 0.19%
20,904
-3,611
162
$292K 0.19%
+1,410
163
$291K 0.19%
2,770
+356
164
$290K 0.19%
3,107
+13
165
$288K 0.18%
+5,923
166
$283K 0.18%
2,051
+292
167
$283K 0.18%
3,066
+175
168
$280K 0.18%
4,892
-1,649
169
$277K 0.18%
14,894
+2,437
170
$275K 0.18%
2,526
+27
171
$271K 0.17%
15,319
-732
172
$270K 0.17%
+2,740
173
$265K 0.17%
5,453
+131
174
$264K 0.17%
4,457
+3
175
$264K 0.17%
6,555
-159
5 6
7
8 9