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
201
$214K 0.14%
+3,928
202
$213K 0.14%
2,205
-210
203
$213K 0.14%
3,986
+18
204
$212K 0.14%
+15,306
205
$209K 0.13%
7,698
+360
206
$208K 0.13%
+9,660
207
$208K 0.13%
11,935
-25
208
$207K 0.13%
+2,530
209
$207K 0.13%
+15,303
210
$206K 0.13%
+2,533
211
$205K 0.13%
+8,330
212
$203K 0.13%
10,943
-670
213
$202K 0.13%
7,190
-85
214
$202K 0.13%
1,976
-234
215
$183K 0.12%
10,000
216
$170K 0.11%
+12,600
217
$160K 0.1%
15,437
-6,962
218
$148K 0.1%
8,882
+1,741
219
$125K 0.08%
921
+85
220
$118K 0.08%
+3,436
221
$96K 0.06%
1,144
-18
222
$19K 0.01%
+1,173
223
– –
-11,367
224
– –
-6,806
225
– –
-11,000
7 8
9
10 11