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
51
$892K 0.58%
15,264
-854
52
$879K 0.57%
+8,552
53
$873K 0.56%
76,346
-15,170
54
$860K 0.56%
20,574
+1
55
$840K 0.54%
34,445
-4,145
56
$831K 0.54%
10,852
+310
57
$810K 0.52%
29,408
+2,020
58
$810K 0.52%
+7,210
59
$809K 0.52%
30,067
+1,334
60
$806K 0.52%
+11,109
61
$798K 0.52%
28,341
+15,432
62
$784K 0.51%
+10,990
63
$784K 0.51%
9,767
+2,442
64
$773K 0.5%
6,293
-282
65
$772K 0.5%
8,306
+3,955
66
$768K 0.5%
+10,348
67
$768K 0.5%
16,821
-1,158
68
$761K 0.49%
9,587
+37
69
$758K 0.49%
13,955
+1,702
70
$756K 0.49%
7,922
-170
71
$755K 0.49%
5,857
-132
72
$754K 0.49%
5,026
+120
73
$750K 0.48%
6,541
+32
74
$741K 0.48%
+59,800
75
$721K 0.47%
+32,658
1 2
3
4 5