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
$155M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$1.47M
3
+$1.33M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.26M
5
AGN
Allergan plc
AGN
+$1.14M

Top Sells

1
+$4.19M
2
+$1.02M
3
+$969K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$965K
5
LARK icon
Landmark Bancorp
LARK
+$898K

Sector Composition

1 Healthcare 7.96%
2 Financials 7.44%
3 Technology 5.38%
4 Consumer Staples 5.27%
5 Real Estate 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 0.83%
81,056
+52,147
27
$1.29M 0.83%
11,842
+849
28
$1.27M 0.82%
121,459
-3,551
29
$1.26M 0.81%
+28,348
30
$1.21M 0.78%
15,006
-51,919
31
$1.21M 0.78%
83,763
-70,521
32
$1.2M 0.77%
40,504
-472
33
$1.19M 0.77%
73,167
+750
34
$1.19M 0.77%
21,152
-1,210
35
$1.17M 0.75%
14,262
+789
36
$1.14M 0.74%
54,931
+15,554
37
$1.14M 0.74%
+4,251
38
$1.12M 0.72%
28,642
+436
39
$1.11M 0.71%
75,232
+9,001
40
$1.09M 0.71%
103,216
+31,910
41
$1.07M 0.69%
100,633
-1,327
42
$1.06M 0.68%
26,221
-3,793
43
$1.05M 0.68%
160,840
-147,216
44
$1.03M 0.67%
36,314
+1,631
45
$1M 0.65%
+14,438
46
$972K 0.63%
17,670
+1,095
47
$952K 0.61%
36,676
-694
48
$946K 0.61%
23,499
+2,489
49
$910K 0.59%
24,960
-1,356
50
$901K 0.58%
40,000
1
2
3 4 5