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
$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
1
$6.17M 2.42%
171,704
+20,388
2
$4.02M 1.57%
44,247
+13,692
3
$3.81M 1.49%
49,373
+23,931
4
$3.73M 1.46%
244,884
-4,321
5
$3.35M 1.31%
158,515
+95,508
6
$3.12M 1.22%
182,715
+53,840
7
$3.05M 1.2%
70,231
-1,072
8
$3.02M 1.18%
137,920
+75,160
9
$2.97M 1.16%
18,126
+8,054
10
$2.89M 1.13%
88,785
-90
11
$2.73M 1.07%
19,149
+2,251
12
$2.58M 1.01%
82,163
+19,236
13
$2.55M 1%
100,891
+16,629
14
$2.42M 0.95%
18,560
+8,558
15
$2.39M 0.94%
29,120
+6,389
16
$2.38M 0.93%
80,866
+697
17
$2.37M 0.93%
14,210
+12,472
18
$2.33M 0.91%
881,872
-38,551
19
$2.32M 0.91%
47,643
+8,646
20
$2.31M 0.9%
179,840
+142,540
21
$2.3M 0.9%
70,870
+34,138
22
$2.26M 0.88%
322,810
-17,580
23
$2.25M 0.88%
112,016
-3,540
24
$2.11M 0.83%
40,080
-4,608
25
$2.1M 0.82%
15,991
+12,965
1
2 3 4 5