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
351
$430K 0.05%
6,203
+5
352
$429K 0.05%
14,815
-4,170
353
$428K 0.05%
+5,747
354
$428K 0.05%
10,214
-45
355
$426K 0.05%
35,097
-3,109
356
$424K 0.05%
104
357
$422K 0.05%
+7,683
358
$422K 0.05%
9,364
+4,682
359
$416K 0.05%
39,008
360
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+2,315
361
$415K 0.05%
12,971
-411
362
$414K 0.05%
+3,328
363
$412K 0.05%
+24,529
364
$411K 0.05%
10,012
-8,392
365
$407K 0.05%
10,937
-477
366
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4,357
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367
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369
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11,008
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370
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371
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372
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14,187
-2,414
373
$392K 0.05%
5,874
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374
$392K 0.05%
10,402
+217
375
$391K 0.05%
32,077
-2,823
13 14
15
16 17