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
76
$1.62M 0.34%
7,997
+804
77
$1.58M 0.33%
31,673
-21,075
78
$1.58M 0.33%
28,063
-72
79
$1.57M 0.33%
10,934
+339
80
$1.57M 0.33%
11,386
+272
81
$1.56M 0.33%
44,213
-1,280
82
$1.56M 0.33%
41,145
+6,713
83
$1.5M 0.31%
22,772
+1,973
84
$1.5M 0.31%
5,271
-14
85
$1.49M 0.31%
11,679
+555
86
$1.48M 0.31%
44,144
+6,613
87
$1.46M 0.31%
15,730
+184
88
$1.42M 0.3%
17,754
-1,871
89
$1.41M 0.3%
95,430
-12,753
90
$1.39M 0.29%
82,314
-287
91
$1.39M 0.29%
23,880
+1,460
92
$1.39M 0.29%
57,873
+26,021
93
$1.37M 0.29%
18,756
+231
94
$1.37M 0.29%
8,495
-5
95
$1.36M 0.29%
24,482
-135
96
$1.35M 0.28%
7,242
+1,414
97
$1.34M 0.28%
9,088
-220
98
$1.34M 0.28%
87,808
-5,227
99
$1.33M 0.28%
5,500
-385
100
$1.32M 0.28%
11,969
+541