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
51
$2.17M 0.46%
71,748
+33,524
52
$2.11M 0.44%
320,440
+38,440
53
$2.1M 0.44%
162,652
+1,476
54
$2.09M 0.44%
214,149
+729
55
$2.09M 0.44%
21,597
-1,617
56
$2.07M 0.43%
25,160
-3,286
57
$2.06M 0.43%
74,257
+2,504
58
$2.05M 0.43%
158,864
+276
59
$2.05M 0.43%
8,220
+68
60
$1.97M 0.41%
10,141
+854
61
$1.86M 0.39%
30,800
+2
62
$1.83M 0.39%
25,777
-2,644
63
$1.82M 0.38%
20,597
+7,293
64
$1.81M 0.38%
32,195
-3,902
65
$1.78M 0.37%
313,802
+11,000
66
$1.77M 0.37%
37,838
-53,302
67
$1.77M 0.37%
7,630
-417
68
$1.77M 0.37%
66,576
-31,112
69
$1.74M 0.37%
17,454
-51
70
$1.74M 0.37%
42,953
-327
71
$1.73M 0.36%
67,185
-60,004
72
$1.73M 0.36%
31,976
-55,501
73
$1.67M 0.35%
16,886
+3,793
74
$1.63M 0.34%
68,780
+670
75
$1.63M 0.34%
7,278
+148
1 2
3
4 5