Koshinski Asset Management Portfolio holdings
AUM
$1.32B
This Quarter Return
-7.95%
1 Year Return
+15.49%
3 Year Return
+57.36%
5 Year Return
+98.18%
10 Year Return
+202.18%
AUM
$157M
AUM Growth
+$157M
(-0.88%)
Cap. Flow
-$1.2M
Cap. Flow
% of AUM
-0.77%
Top 10 Holdings %
Top 10 Hldgs %
22.73%
Holding
250
New
22
Increased
104
Reduced
86
Closed
23
Top Buys
| 1 |
Kroger
KR
|
$2.9M |
| 2 |
Williams Companies
WMB
|
$681K |
| 3 |
Xcel Energy
XEL
|
$675K |
| 4 |
GOV
Government Properties Income Trust
GOV
|
$454K |
| 5 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
$441K |
Top Sells
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$1.49M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$939K |
| 3 |
iShares MBS ETF
MBB
|
$871K |
| 4 |
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% |
