Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.6B
1-Year Est. Return 20.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.78%
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
-2,317
552
-22,665
553
-51,001
554
-15,806
555
-8,505
556
-2,818
557
-71,958
558
-9,378
559
-3,175
560
-8,237
561
-1,923
562
-5,362
563
-15,320
564
-3,908
565
-633
566
-19,746
567
-6,555
568
-10,210
569
-33,219
570
-27,591
571
-6,418
572
-2,495
573
-10,596
574
-58,374
575
-13,012