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
251
$719K 0.09%
3,563
+2
252
$712K 0.09%
69,849
+61
253
$707K 0.09%
15,484
-400
254
$699K 0.09%
8,352
-1,495
255
$682K 0.09%
54,011
-4,790
256
$677K 0.09%
4,585
-76
257
$676K 0.09%
4,540
+21
258
$675K 0.09%
1,187
+89
259
$673K 0.09%
28,270
+2,389
260
$669K 0.08%
5,580
+414
261
$668K 0.08%
5,215
+1,885
262
$666K 0.08%
13,278
+450
263
$665K 0.08%
15,929
-311
264
$663K 0.08%
15,186
+6,253
265
$659K 0.08%
4,634
+194
266
$657K 0.08%
20,075
267
$655K 0.08%
10,166
+2,210
268
$653K 0.08%
+138,536
269
$653K 0.08%
7,891
-141
270
$648K 0.08%
31,790
-26,318
271
$647K 0.08%
3,932
+132
272
$643K 0.08%
22,164
+6,484
273
$639K 0.08%
33,676
-3,434
274
$616K 0.08%
20,906
+11
275
$616K 0.08%
20,376
+513