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
$476M
AUM Growth
-$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$4.01M
3
+$3.97M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.94M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.7M

Top Sells

1
+$3.02M
2
+$2.99M
3
+$2.5M
4
KR icon
Kroger
KR
+$2.49M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$2.03M

Sector Composition

1 Technology 10.86%
2 Healthcare 6.46%
3 Industrials 4.66%
4 Consumer Staples 4.41%
5 Consumer Discretionary 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$49K 0.01%
+14,959
452
$33K 0.01%
14,300
453
$21K ﹤0.01%
+15,000
454
$16K ﹤0.01%
460
455
$9K ﹤0.01%
667
456
$5K ﹤0.01%
255
457
– –
-12,044
458
– –
-3,733
459
– –
-2,932
460
– –
-5,144
461
– –
-7,068
462
– –
-1,810
463
– –
-8,665
464
– –
-33,044
465
– –
-2,516
466
– –
-19,042
467
– –
-11,714
468
– –
-29,112
469
– –
-11,272
470
– –
-10,029
471
– –
-8,092
472
– –
-4,070
473
– –
-4,236
474
– –
-5,418
475
– –
-2,507
17 18
19
20 21