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
301
$531K 0.07%
13,245
-49
302
$530K 0.07%
40,255
+2,067
303
$530K 0.07%
9,110
+4,457
304
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305
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306
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20,213
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307
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+7,673
308
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309
$520K 0.07%
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310
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5,632
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311
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7,652
312
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313
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314
$511K 0.06%
2,557
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315
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316
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7,139
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4,325
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$482K 0.06%
54,847
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324
$482K 0.06%
11,552
-1,170
325
$481K 0.06%
2,263
-187
11 12
13
14 15