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
326
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15,258
-3,289
327
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11,955
-2,965
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337
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346
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5,120
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347
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8,878
348
$440K 0.06%
26,065
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349
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9,010
350
$437K 0.06%
+6,068
12 13
14
15 16