Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.55B
1-Year Est. Return 18.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.25%
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
State Street SPDR S&P 500 ETF Trust
SPY
+$1.02M
5
NVDA icon
NVIDIA
NVDA
+$981K

Sector Composition

1 Technology 12.25%
2 Healthcare 7.03%
3 Consumer Discretionary 5.56%
4 Industrials 4.3%
5 Consumer Staples 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.39M 0.68%
21,290
-106
27
$5.17M 0.66%
102,632
-1,266
28
$4.97M 0.63%
21,147
-528
29
$4.74M 0.6%
54,866
+1,267
30
$4.6M 0.58%
47,364
+505
31
$4.57M 0.58%
33,888
+22,222
32
$4.21M 0.53%
30,277
-1,051
33
$4.16M 0.53%
28,484
+5,352
34
$4.14M 0.52%
90,120
-3,750
35
$3.99M 0.51%
263,292
-3,012
36
$3.96M 0.5%
159,980
-4,505
37
$3.94M 0.5%
155,500
-2,530
38
$3.89M 0.49%
35,512
-1,389
39
$3.87M 0.49%
40,412
+5,763
40
$3.8M 0.48%
124,359
-233
41
$3.72M 0.47%
+167,012
42
$3.66M 0.46%
184,320
+92,502
43
$3.59M 0.45%
73,984
+57,517
44
$3.57M 0.45%
19,621
+424
45
$3.54M 0.45%
14,452
+5,680
46
$3.53M 0.45%
54,298
+1,698
47
$3.5M 0.44%
50,688
-4,335
48
$3.47M 0.44%
23,406
-563
49
$3.44M 0.44%
158,605
+4,826
50
$3.43M 0.43%
43,384
-2,800
1
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