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
$328M
AUM Growth
+$5.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.35M
3
+$1.29M
4
STZ icon
Constellation Brands
STZ
+$1.09M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.06M

Top Sells

1
+$2.24M
2
+$1.86M
3
+$1.05M
4
TMUS icon
T-Mobile US
TMUS
+$823K
5
FLEX icon
Flex
FLEX
+$820K

Sector Composition

1 Technology 10.78%
2 Industrials 6.74%
3 Healthcare 6.57%
4 Financials 5.73%
5 Consumer Discretionary 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.63M 0.5%
111,542
+6
52
$1.6M 0.49%
15,734
+240
53
$1.58M 0.48%
86,060
+17,332
54
$1.58M 0.48%
198,661
+12,350
55
$1.55M 0.47%
16,313
-6,150
56
$1.55M 0.47%
141,759
-9,000
57
$1.55M 0.47%
27,420
-40
58
$1.54M 0.47%
9,111
-124
59
$1.52M 0.46%
158,741
-19,968
60
$1.51M 0.46%
27,278
-3,405
61
$1.5M 0.46%
9,139
+101
62
$1.5M 0.46%
15,586
+42
63
$1.5M 0.46%
17,869
-498
64
$1.49M 0.45%
10,603
+844
65
$1.48M 0.45%
89,943
+1,074
66
$1.45M 0.44%
15,619
-230
67
$1.44M 0.44%
31,102
-16,588
68
$1.42M 0.43%
6,813
+168
69
$1.42M 0.43%
70,279
-12,646
70
$1.42M 0.43%
91,018
-3,135
71
$1.41M 0.43%
+35,992
72
$1.41M 0.43%
18,408
-1,419
73
$1.39M 0.43%
9,305
+701
74
$1.38M 0.42%
40,634
+433
75
$1.38M 0.42%
14,087
-167
1 2
3
4 5