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
451
– –
-2,523
452
– –
-3,435
453
– –
-2,887
454
– –
-25,700
455
– –
-26,953
456
– –
-4,791
457
– –
-2,835
458
– –
-5,518
459
– –
-7,882
460
– –
-3,793
461
– –
-3,602
462
– –
-11,159
463
– –
-20,576
464
– –
-37,550
465
– –
-4,000
466
– –
-8,030
467
– –
-96,420
468
– –
-8,830
469
– –
-28,743
470
– –
-3,580
471
– –
-2,708
472
– –
-10,077
473
– –
-3,899
474
– –
-4,479
15 16 17 18
19