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
$659M
AUM Growth
-$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
653
New
Increased
Reduced
Closed

Top Buys

1 +$3.23M
2 +$2.31M
3 +$2.09M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$2.02M
5
AMAT icon
Applied Materials
AMAT
+$2.01M

Sector Composition

1 Technology 14.71%
2 Industrials 6.62%
3 Healthcare 5.38%
4 Consumer Discretionary 4.83%
5 Consumer Staples 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$1.2M 0.18%
4,630
+2,180
152
$1.2M 0.18%
13,305
-27,279
153
$1.19M 0.18%
757
+173
154
$1.18M 0.18%
7,961
+618
155
$1.18M 0.18%
225,867
+75,770
156
$1.17M 0.18%
79,278
+33,819
157
$1.16M 0.18%
33,762
+11,745
158
$1.15M 0.18%
2,038
-911
159
$1.15M 0.17%
28,462
-13,229
160
$1.15M 0.17%
11,343
+2,922
161
$1.14M 0.17%
26,790
+5,193
162
$1.14M 0.17%
9,930
+2,072
163
$1.13M 0.17%
31,285
+11,600
164
$1.13M 0.17%
11,447
+4,589
165
$1.13M 0.17%
28,340
+14,170
166
$1.12M 0.17%
32,176
+14,573
167
$1.11M 0.17%
32,863
-19,824
168
$1.1M 0.17%
6,765
+2,305
169
$1.09M 0.17%
10,805
+3,515
170
$1.09M 0.17%
4,518
+1,954
171
$1.09M 0.17%
17,630
+72
172
$1.08M 0.16%
13,569
+4,795
173
$1.07M 0.16%
7,861
+2,535
174
$1.07M 0.16%
6,536
+229
175
$1.06M 0.16%
63,251
-24,539