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
$255M
AUM Growth
+$53.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$2.09M
3
+$1.99M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.89M
5
JNPR
Juniper Networks
JNPR
+$1.74M

Top Sells

1
+$1.87M
2
+$1.26M
3
+$1.07M
4
SCHW icon
Charles Schwab
SCHW
+$914K
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$874K

Sector Composition

1 Technology 9.32%
2 Healthcare 7.83%
3 Financials 7%
4 Communication Services 5.52%
5 Industrials 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$240K 0.09%
25,188
+714
277
$240K 0.09%
+9,262
278
$239K 0.09%
9,016
-48,553
279
$239K 0.09%
+1,964
280
$239K 0.09%
+4,305
281
$238K 0.09%
12,193
+391
282
$238K 0.09%
2,218
+148
283
$238K 0.09%
+10,039
284
$237K 0.09%
+1,213
285
$237K 0.09%
+2,609
286
$237K 0.09%
19,560
-9,710
287
$237K 0.09%
11,060
-350
288
$236K 0.09%
+10,991
289
$236K 0.09%
+19,705
290
$234K 0.09%
3,930
+130
291
$234K 0.09%
12,339
+1,403
292
$233K 0.09%
4,607
+200
293
$233K 0.09%
+3,198
294
$232K 0.09%
1,752
+1
295
$229K 0.09%
41,200
296
$225K 0.09%
+6,500
297
$222K 0.09%
7,941
-3,823
298
$220K 0.09%
+1,310
299
$219K 0.09%
3,190
-925
300
$218K 0.09%
3,950
-363
10 11
12
13 14