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
376
$389K 0.05%
4,127
-131
377
$388K 0.05%
2,560
-9
378
$385K 0.05%
5,551
-3,152
379
$385K 0.05%
1,136
-209
380
$383K 0.05%
1,688
+203
381
$382K 0.05%
+1,447
382
$381K 0.05%
6,324
+164
383
$381K 0.05%
+1,424
384
$380K 0.05%
9,445
+200
385
$380K 0.05%
1,145
-21
386
$378K 0.05%
+3,802
387
$378K 0.05%
6,548
388
$372K 0.05%
+33,571
389
$372K 0.05%
9,000
+4
390
$371K 0.05%
7,958
+2,926
391
$369K 0.05%
7,770
+50
392
$368K 0.05%
+18,791
393
$368K 0.05%
4,154
-180
394
$366K 0.05%
5,816
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395
$366K 0.05%
+31,401
396
$361K 0.05%
22,650
-7,000
397
$359K 0.05%
6,621
+166
398
$357K 0.05%
+4,667
399
$355K 0.05%
1,912
+700
400
$353K 0.04%
+8,536
14 15
16
17 18