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
51
$2.98M 0.45%
30,944
+2,850
52
$2.88M 0.44%
48,179
+16,871
53
$2.76M 0.42%
16,211
-3,504
54
$2.75M 0.42%
14,404
+680
55
$2.75M 0.42%
118,759
+39,123
56
$2.66M 0.4%
34,567
+2,376
57
$2.64M 0.4%
82,048
+40,783
58
$2.6M 0.4%
10,472
-15,545
59
$2.55M 0.39%
5,989
+1,029
60
$2.52M 0.38%
11,580
+2,595
61
$2.48M 0.38%
13,855
+1,238
62
$2.42M 0.37%
11,334
-42,397
63
$2.41M 0.37%
19,804
+3,920
64
$2.41M 0.37%
6,942
-1,270
65
$2.37M 0.36%
32,188
-19,365
66
$2.35M 0.36%
13,823
-13,730
67
$2.33M 0.35%
3,910
+1,390
68
$2.33M 0.35%
14,185
+5,813
69
$2.31M 0.35%
27,041
+6,898
70
$2.25M 0.34%
53,694
-22,492
71
$2.24M 0.34%
33,085
+9,305
72
$2.24M 0.34%
16,414
-1,473
73
$2.23M 0.34%
21,548
+5,987
74
$2.22M 0.34%
40,045
-28,025
75
$2.18M 0.33%
16,404
+1,943