Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.32B
1-Year Est. Return 15.49%
This Quarter Est. Return
1 Year Est. Return
+15.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$255M
AUM Growth
+$53.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$2.02M
3
+$1.9M
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$1.85M
5
LRCX icon
Lam Research
LRCX
+$1.83M

Top Sells

1
+$1.87M
2
+$1.29M
3
+$1.07M
4
SCHW icon
Charles Schwab
SCHW
+$914K
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$881K

Sector Composition

1 Technology 9.32%
2 Healthcare 7.83%
3 Financials 7%
4 Communication Services 5.52%
5 Industrials 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$783K 0.31%
24,359
+105
102
$783K 0.31%
14,188
-15,960
103
$771K 0.3%
11,031
+152
104
$758K 0.3%
15,665
+10,836
105
$756K 0.3%
9,109
+1,841
106
$753K 0.29%
10,657
+1,522
107
$744K 0.29%
273,200
+127,880
108
$743K 0.29%
6,642
+2,619
109
$737K 0.29%
14,646
-999
110
$734K 0.29%
26,785
+859
111
$722K 0.28%
28,560
-505
112
$717K 0.28%
29,806
+1,080
113
$710K 0.28%
10,323
+2,392
114
$697K 0.27%
10,998
+1,031
115
$695K 0.27%
34,064
+550
116
$690K 0.27%
23,937
+13
117
$686K 0.27%
26,947
+1,030
118
$669K 0.26%
14,077
119
$663K 0.26%
15,612
+7
120
$657K 0.26%
4,964
+711
121
$646K 0.25%
20,572
-4,040
122
$628K 0.25%
69,119
+20,249
123
$622K 0.24%
50,381
+2,680
124
$622K 0.24%
5,195
+1,040
125
$620K 0.24%
10,482
-132
3 4
5
6 7