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
51
$3.43M 0.43%
78,370
-1,080
52
$3.42M 0.43%
18,870
-398
53
$3.4M 0.43%
454,018
-36,470
54
$3.27M 0.41%
9,314
+38
55
$3.22M 0.41%
64,278
+4,636
56
$3.18M 0.4%
94,237
+3,088
57
$3.16M 0.4%
242,040
-75,160
58
$3.15M 0.4%
6,751
+1,277
59
$3.1M 0.39%
64,569
+3,642
60
$3.1M 0.39%
6,200
-333
61
$3.09M 0.39%
30,248
-12,127
62
$3.06M 0.39%
61,444
-3,832
63
$3.05M 0.39%
28,520
+5,480
64
$3.03M 0.38%
66,433
+281
65
$3.02M 0.38%
67,364
-4,035
66
$2.96M 0.37%
42,574
-2,037
67
$2.93M 0.37%
17,846
-666
68
$2.91M 0.37%
46,872
+30,044
69
$2.82M 0.36%
33,986
+5,898
70
$2.81M 0.36%
52,958
+16,267
71
$2.79M 0.35%
18,216
+68
72
$2.76M 0.35%
30,018
-147
73
$2.7M 0.34%
7,569
-124
74
$2.67M 0.34%
9,764
+3,939
75
$2.66M 0.34%
16,847
-19,631
1 2
3
4 5