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
$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
126
$404K 0.26%
31,080
-2,120
127
$403K 0.26%
6,369
-127
128
$403K 0.26%
16,797
+3,247
129
$396K 0.26%
3,227
+950
130
$395K 0.26%
9,400
+400
131
$390K 0.25%
+2,756
132
$390K 0.25%
16,626
+2,721
133
$387K 0.25%
28,518
-1,388
134
$386K 0.25%
2,768
-364
135
$383K 0.25%
10,822
-120
136
$381K 0.25%
13,157
+1,536
137
$378K 0.24%
7,246
-1,240
138
$376K 0.24%
8,162
-228
139
$369K 0.24%
7,469
-225
140
$365K 0.24%
34,500
141
$364K 0.24%
3,505
+530
142
$362K 0.23%
3,437
-185
143
$357K 0.23%
12,304
+200
144
$355K 0.23%
17,345
-1,000
145
$354K 0.23%
35,185
-4,800
146
$350K 0.23%
9,941
-529
147
$339K 0.22%
8,093
-122
148
$338K 0.22%
20,395
+940
149
$337K 0.22%
9,438
+751
150
$334K 0.22%
4,369
+1,180
4 5
6
7 8