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
$789M
AUM Growth
+$789M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$6.97M
3
+$6.21M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.72M
5
KMB icon
Kimberly-Clark
KMB
+$3M

Top Sells

1
+$3.1M
2
+$2.5M
3
+$1.24M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.02M
5
NVDA icon
NVIDIA
NVDA
+$981K

Sector Composition

1 Technology 12.25%
2 Healthcare 6.99%
3 Consumer Discretionary 5.56%
4 Industrials 4.34%
5 Consumer Staples 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$829K 0.11%
7,320
-1,090
227
$827K 0.1%
+20,512
228
$823K 0.1%
49,682
+1,150
229
$818K 0.1%
26,344
+7,358
230
$815K 0.1%
+59,363
231
$813K 0.1%
+6,310
232
$793K 0.1%
45,830
-5,722
233
$790K 0.1%
28,233
+844
234
$789K 0.1%
29,836
+16,065
235
$788K 0.1%
14,454
-354
236
$786K 0.1%
13,187
-2,976
237
$783K 0.1%
89,552
-1,600
238
$769K 0.1%
17,492
-9,333
239
$768K 0.1%
74,688
+59,709
240
$766K 0.1%
16,315
+828
241
$757K 0.1%
1,844
+2
242
$745K 0.09%
17,250
+9
243
$739K 0.09%
3,110
+11
244
$737K 0.09%
6,836
-30
245
$735K 0.09%
3,283
-3
246
$735K 0.09%
8,029
+1,190
247
$732K 0.09%
3,155
+200
248
$728K 0.09%
34,305
+8,002
249
$725K 0.09%
11,562
-39,881
250
$722K 0.09%
2,364
+3
8 9
10
11 12