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
$659M
AUM Growth
-$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
653
New
Increased
Reduced
Closed

Top Buys

1 +$3.23M
2 +$2.31M
3 +$2.09M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$2.02M
5
AMAT icon
Applied Materials
AMAT
+$2.01M

Sector Composition

1 Technology 14.71%
2 Industrials 6.62%
3 Healthcare 5.38%
4 Consumer Discretionary 4.83%
5 Consumer Staples 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
-15,000
552
-2,667
553
-13,702
554
-8,435
555
-12,040
556
-128
557
-1,071
558
-4,592
559
-802
560
-3,882
561
-8,607
562
-1,523
563
-9,085
564
-14,674
565
-5,302
566
-5,465
567
-5,314
568
-4,689
569
-570
570
-7,404
571
-8,907
572
-3,938
573
-49,021
574
-3,209
575
-10,975