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
$328M
AUM Growth
+$5.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.36M
3
+$1.29M
4
STZ icon
Constellation Brands
STZ
+$1.13M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.04M

Top Sells

1
+$2.24M
2
+$1.88M
3
+$1.03M
4
AMAT icon
Applied Materials
AMAT
+$855K
5
TMUS icon
T-Mobile US
TMUS
+$823K

Sector Composition

1 Technology 10.78%
2 Industrials 6.74%
3 Healthcare 6.57%
4 Financials 5.79%
5 Consumer Discretionary 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$215K 0.07%
+6,559
352
$212K 0.06%
7,783
+357
353
$211K 0.06%
5,052
354
$209K 0.06%
1,962
-54
355
$209K 0.06%
+5,802
356
$208K 0.06%
+3,800
357
$208K 0.06%
+9,156
358
$204K 0.06%
+1,520
359
$204K 0.06%
1,666
-74
360
$204K 0.06%
7,690
361
$203K 0.06%
1,769
-9
362
$202K 0.06%
+9,095
363
$201K 0.06%
+4,659
364
$201K 0.06%
+21,000
365
– –
-4,389
366
– –
-7,423
367
– –
-92,442
368
– –
-14,086
369
– –
-8,700
370
– –
-12,580
371
– –
-5,375
372
– –
-2,976
373
– –
-2,224
374
– –
-7,975
375
– –
-780
12 13 14
15
16