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
76
$2.6M 0.33%
34,651
+764
77
$2.58M 0.33%
18,257
-68
78
$2.58M 0.33%
41,559
+2,375
79
$2.45M 0.31%
11,019
+162
80
$2.45M 0.31%
63,918
+11,324
81
$2.43M 0.31%
24,094
-1,240
82
$2.42M 0.31%
134,486
+3,124
83
$2.42M 0.31%
18,955
+5,624
84
$2.41M 0.31%
6,623
-746
85
$2.41M 0.31%
21,224
+352
86
$2.4M 0.3%
8,936
-503
87
$2.4M 0.3%
9,043
+137
88
$2.28M 0.29%
26,020
-1,940
89
$2.24M 0.28%
87,282
+17,916
90
$2.19M 0.28%
18,533
+2,993
91
$2.15M 0.27%
64,250
-3,125
92
$2.14M 0.27%
193,107
-6,940
93
$2.13M 0.27%
51,755
+6,480
94
$2.11M 0.27%
35,970
+176
95
$2.09M 0.26%
36,866
+11,473
96
$2.08M 0.26%
11,674
+284
97
$2.05M 0.26%
29,884
+5,729
98
$1.98M 0.25%
9,061
+110
99
$1.96M 0.25%
63,610
-2,478
100
$1.95M 0.25%
11,173
+3,090
2 3
4
5 6