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
101
$544K 0.35%
5,457
-774
102
$540K 0.35%
8,918
-86
103
$535K 0.35%
24,736
-7,438
104
$527K 0.34%
6,769
+2,058
105
$526K 0.34%
25,402
+102
106
$508K 0.33%
4,773
+368
107
$506K 0.33%
+4,980
108
$499K 0.32%
9,531
-2,466
109
$495K 0.32%
10,227
+654
110
$479K 0.31%
18,446
+9,304
111
$478K 0.31%
37,673
-2,131
112
$476K 0.31%
12,072
-397
113
$475K 0.31%
14,377
-924
114
$474K 0.31%
6,154
-416
115
$471K 0.3%
26,380
+1,716
116
$462K 0.3%
5,401
+1,590
117
$460K 0.3%
4,208
+102
118
$455K 0.29%
7,961
+461
119
$451K 0.29%
+27,600
120
$445K 0.29%
30,305
+7,000
121
$442K 0.29%
21,313
+859
122
$423K 0.27%
15,097
-588
123
$415K 0.27%
2,745
+913
124
$410K 0.26%
5,129
-1,312
125
$405K 0.26%
5,924
-4,533