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
1
$6.14M 3.92%
76,537
-3,024
2
$5.8M 3.7%
80,000
3
$4.84M 3.09%
194,241
-10,347
4
$3.27M 2.09%
104,388
+4,036
5
$2.82M 1.8%
241,926
-12,455
6
$2.79M 1.78%
187,035
+13
7
$2.69M 1.71%
51,008
-28,348
8
$2.53M 1.61%
951,423
+9,306
9
$2.47M 1.58%
368,600
-4,224
10
$2.28M 1.46%
82,914
+8,172
11
$2.27M 1.45%
158,421
+5,406
12
$2.09M 1.34%
95,341
-8,954
13
$2.09M 1.33%
67,828
-8,946
14
$1.92M 1.23%
52,418
+652
15
$1.9M 1.21%
22,792
-50
16
$1.77M 1.13%
165,632
-5,570
17
$1.74M 1.11%
13,650
+294
18
$1.71M 1.09%
21,396
+1,692
19
$1.64M 1.04%
55,356
+6,713
20
$1.6M 1.02%
23,573
-849
21
$1.5M 0.96%
92,969
+176
22
$1.46M 0.93%
33,872
+1,200
23
$1.4M 0.89%
38,484
-11,140
24
$1.39M 0.88%
63,811
+16
25
$1.38M 0.88%
11,553
+1,018
1
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