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
$373K
AUM Growth
-$407M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$15.6K
2
+$3.34K
3
+$2.82K
4
VT icon
Vanguard Total World Stock ETF
VT
+$2.53K
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.76K

Top Sells

1
+$3.62M
2
+$3.08M
3
+$2.51M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.25M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$1.16M

Sector Composition

1 Technology 6.77%
2 Healthcare 3.82%
3 Financials 3.42%
4 Industrials 3.27%
5 Consumer Staples 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-2,778
427
– –
-18,721
428
– –
-10,863
429
– –
-12,012
430
– –
-2,250
431
– –
-1,559
432
– –
-1,279
433
– –
-16,231
434
– –
-9,632
435
– –
-3,612
436
– –
-10,090
437
– –
-8,599
438
– –
-5,350
439
– –
-3,119
440
– –
-7,299
441
– –
-19,000
442
– –
-19,480
443
– –
-5,913
444
– –
-16,499
445
– –
-3,874
446
– –
-24,221
447
– –
-3,702
448
– –
-3,900
449
– –
-4,319
450
– –
-11,670
15 16 17
18
19