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
326
– –
-6,850
327
– –
-2,575
328
– –
-4,396
329
– –
-13,599
330
– –
-27,248
331
– –
-4,294
332
– –
-2,350
333
– –
-5,340
334
– –
-4,499
335
– –
-7,037
336
– –
-34,100
337
– –
-23,149
338
– –
-4,381
339
– –
-5,914
340
– –
-8,673
10 11 12 13
14