Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.55B
1-Year Est. Return 18.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$1.31M
3
+$1.24M
4
AGN
Allergan plc
AGN
+$1.22M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.17M

Top Sells

1
+$4.16M
2
+$965K
3
+$957K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$913K
5
LARK icon
Landmark Bancorp
LARK
+$887K

Sector Composition

1 Healthcare 7.96%
2 Financials 7.44%
3 Technology 5.38%
4 Consumer Staples 5.27%
5 Real Estate 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-16,600
252
– –
-12,500
253
– –
-10,018
254
– –
-4,459
255
– –
-10,584
7 8 9 10
11