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
151
$514K 0.2%
3,908
+885
152
$513K 0.2%
28,500
+1,500
153
$512K 0.2%
17,533
+5,390
154
$502K 0.2%
+27,060
155
$499K 0.2%
5,932
+2,492
156
$499K 0.2%
+10,498
157
$493K 0.19%
8,603
+830
158
$489K 0.19%
42,497
+6,580
159
$489K 0.19%
6,087
+3,118
160
$488K 0.19%
5,509
+2,780
161
$488K 0.19%
11,520
+3,040
162
$486K 0.19%
4,964
-190
163
$485K 0.19%
20,172
+984
164
$482K 0.19%
4,286
-75
165
$469K 0.18%
9,088
-1,100
166
$467K 0.18%
35,337
+288
167
$466K 0.18%
3,768
+416
168
$465K 0.18%
4,273
+1,086
169
$463K 0.18%
12,748
+2,195
170
$460K 0.18%
20,496
+3,140
171
$458K 0.18%
14,545
+885
172
$455K 0.18%
2,575
+181
173
$453K 0.18%
2,950
-43
174
$452K 0.18%
+39,650
175
$450K 0.18%
2,948
+101
5 6
7
8 9