Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 16.55%
This Quarter Est. Return
1 Year Est. Return
+16.55%
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
1
$3.48M 2.25%
142,367
-39,637
2
$3.4M 2.19%
124,680
+17,416
3
$3.07M 1.98%
80,200
-1,100
4
$3.05M 1.97%
237,451
+210,792
5
$2.99M 1.93%
38,119
+16,927
6
$2.72M 1.76%
239,910
+15,272
7
$2.45M 1.58%
85,359
+1,782
8
$2.31M 1.49%
986,930
+63,386
9
$2.27M 1.46%
14,973
+1,054
10
$2.23M 1.44%
357,341
+85,961
11
$2.12M 1.37%
131,328
-55,711
12
$2.12M 1.37%
51,884
-2,161
13
$2.11M 1.36%
38,504
+8,314
14
$2.06M 1.33%
38,982
-7,302
15
$1.75M 1.13%
20,882
-59
16
$1.72M 1.11%
46,936
+3,184
17
$1.7M 1.1%
109,347
+47,484
18
$1.64M 1.06%
159,276
+563
19
$1.61M 1.04%
89,467
+537
20
$1.47M 0.95%
+33,029
21
$1.41M 0.91%
23,796
+1,436
22
$1.36M 0.88%
15,615
+10,470
23
$1.35M 0.87%
17,645
+10,779
24
$1.33M 0.86%
16,431
+523
25
$1.32M 0.85%
98,532
+3,717
1
2 3 4 5