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
501
$217K 0.03%
22,170
502
$215K 0.03%
+1,846
503
$214K 0.03%
+4,115
504
$212K 0.03%
+2,553
505
$211K 0.03%
18,800
+1,000
506
$211K 0.03%
+1,778
507
$211K 0.03%
+2,278
508
$210K 0.03%
30,400
-8,000
509
$209K 0.03%
+3,200
510
$208K 0.03%
+13,376
511
$205K 0.03%
+1,426
512
$204K 0.03%
+2,205
513
$204K 0.03%
13,630
514
$202K 0.03%
+5,240
515
$201K 0.03%
5,594
-29
516
$201K 0.03%
+5,138
517
$200K 0.03%
4,747
-1,909
518
$191K 0.02%
18,607
-2,169
519
$189K 0.02%
11,975
-3,800
520
$186K 0.02%
25,900
521
$184K 0.02%
19,463
-962
522
$167K 0.02%
+8,675
523
$157K 0.02%
13,343
524
$147K 0.02%
+12,671
525
$143K 0.02%
10,000
19 20
21
22 23