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
26
$3.6M 0.76%
102,422
+67,596
27
$3.6M 0.76%
27,928
+8,104
28
$3.54M 0.74%
32,179
+778
29
$3.51M 0.74%
105,297
+3,432
30
$3.51M 0.74%
22,378
+442
31
$3.11M 0.65%
57,471
+2,823
32
$3.02M 0.63%
76,779
+8,697
33
$2.97M 0.62%
485,433
+513
34
$2.96M 0.62%
34,014
+523
35
$2.88M 0.6%
36,456
+2,332
36
$2.81M 0.59%
49,183
+22,484
37
$2.77M 0.58%
102,129
-37,376
38
$2.75M 0.58%
272,742
-15,252
39
$2.64M 0.55%
65,922
+2,472
40
$2.63M 0.55%
21,902
-563
41
$2.6M 0.55%
22,564
+11,051
42
$2.58M 0.54%
183,927
+87,810
43
$2.52M 0.53%
+99,325
44
$2.5M 0.53%
21,929
+2,329
45
$2.5M 0.52%
156,480
+15,030
46
$2.41M 0.51%
83,645
-3,630
47
$2.37M 0.5%
25,011
-3,050
48
$2.37M 0.5%
62,613
+26,556
49
$2.28M 0.48%
19,643
+976
50
$2.2M 0.46%
48,105
-1,276
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