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
$870M
AUM Growth
-$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
637
New
Increased
Reduced
Closed

Top Sells

1 +$5.24M
2 +$4.33M
3 +$3M
4
RTX icon
RTX Corp
RTX
+$2.03M
5
COR icon
Cencora
COR
+$1.46M

Sector Composition

1 Technology 10.6%
2 Industrials 5.8%
3 Consumer Staples 5.39%
4 Healthcare 4.83%
5 Consumer Discretionary 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$6.2M 0.71%
74,630
-11,650
27
$6.04M 0.69%
138,850
-8,200
28
$5.67M 0.65%
20,781
-277
29
$5.28M 0.61%
37,269
-542
30
$5.2M 0.6%
34,900
-58
31
$5.12M 0.59%
68,174
-39,919
32
$5.07M 0.58%
32,658
+1,238
33
$4.5M 0.52%
8,929
-636
34
$4.39M 0.5%
7,762
-133
35
$4.29M 0.49%
79,892
+1,056
36
$4.26M 0.49%
29,225
+2,617
37
$4.22M 0.48%
50,082
-4,400
38
$4.14M 0.48%
200,012
-11,168
39
$4.04M 0.46%
34,345
+1,080
40
$4M 0.46%
27,553
-7
41
$3.99M 0.46%
128,749
-18,291
42
$3.93M 0.45%
23,319
-553
43
$3.92M 0.45%
51,627
+994
44
$3.91M 0.45%
73,404
-4,092
45
$3.89M 0.45%
22,963
+686
46
$3.84M 0.44%
29,366
+856
47
$3.83M 0.44%
29,081
+80
48
$3.83M 0.44%
62,225
-5,361
49
$3.6M 0.41%
51,553
+3,410
50
$3.51M 0.4%
25,341
-1,183