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
626
-2,311
627
-128,749
628
-13,969
629
-9,627
630
-1,034
631
-4,893
632
-19,283
633
-9,152
634
-7,344
635
-46,444
636
-2,976
637
-21,908
638
-2,975
639
-4,377
640
-22,404
641
-8,420
642
-21,952
643
-1,264
644
-2,822
645
-81,728
646
-3,953
647
-1,729
648
-6,938
649
-90,507
650
-12,501