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
51
$3.49M 0.4%
107,530
+3,484
52
$3.44M 0.4%
38,093
+34
53
$3.39M 0.39%
68,070
-395
54
$3.33M 0.38%
105,791
-8,821
55
$3.31M 0.38%
51,382
-2,485
56
$3.29M 0.38%
40,584
-1,716
57
$3.28M 0.38%
79,583
-12,563
58
$3.27M 0.38%
71,958
-2,969
59
$3.13M 0.36%
19,715
-948
60
$3.1M 0.36%
47,741
-6,471
61
$3.03M 0.35%
182,307
-2,724
62
$2.99M 0.34%
9,963
+149
63
$2.98M 0.34%
18,711
+1,564
64
$2.95M 0.34%
288,999
+1,349
65
$2.92M 0.34%
103,767
-4,023
66
$2.91M 0.33%
37,130
-277
67
$2.88M 0.33%
169,654
-1,924
68
$2.86M 0.33%
48,282
-7,663
69
$2.79M 0.32%
1,099
-26
70
$2.7M 0.31%
96,605
+29,183
71
$2.69M 0.31%
38,916
-4,580
72
$2.69M 0.31%
5,314
-29
73
$2.62M 0.3%
33,219
-5,541
74
$2.61M 0.3%
49,021
-2,619
75
$2.53M 0.29%
21,143
+399