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
401
$347K 0.04%
3,317
-622
402
$345K 0.04%
7,692
+156
403
$345K 0.04%
990
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404
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3,493
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405
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6,611
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$339K 0.04%
12,561
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407
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9,464
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408
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409
$336K 0.04%
12,700
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410
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22,123
-4,000
411
$333K 0.04%
7,647
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412
$332K 0.04%
+22,434
413
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+9,029
414
$329K 0.04%
+3,016
415
$328K 0.04%
+16,671
416
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2,052
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419
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8,214
420
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421
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+16,289
422
$318K 0.04%
1,810
423
$315K 0.04%
3,324
-176
424
$314K 0.04%
6,175
-1,550
425
$314K 0.04%
28,000
+14,000
15 16
17
18 19