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
151
$330K 0.21%
19,331
+7,561
152
$330K 0.21%
6,261
+567
153
$321K 0.21%
12,949
-13,891
154
$319K 0.21%
3,013
+276
155
$314K 0.2%
9,019
-864
156
$313K 0.2%
21,100
-3,174
157
$313K 0.2%
1,412
-893
158
$313K 0.2%
3,339
+1,164
159
$309K 0.2%
3,573
-140
160
$308K 0.2%
7,707
161
$306K 0.2%
3,729
162
$299K 0.19%
13,275
-1,695
163
$298K 0.19%
2,691
+498
164
$294K 0.19%
15,532
+4,886
165
$293K 0.19%
2,184
-5
166
$286K 0.18%
5,098
+578
167
$285K 0.18%
4,555
-80
168
$283K 0.18%
10,976
-561
169
$280K 0.18%
+3,034
170
$278K 0.18%
1,347
-46
171
$272K 0.18%
2,139
+41
172
$271K 0.18%
+5,795
173
$270K 0.17%
2,447
-135
174
$270K 0.17%
11,371
-10,124
175
$265K 0.17%
8,076
-341
5 6
7
8 9