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
76
$2.48M 0.29%
8,212
-95
77
$2.46M 0.28%
25,410
-217
78
$2.46M 0.28%
73,346
-976
79
$2.42M 0.28%
25,678
+69
80
$2.42M 0.28%
101,116
-1,316
81
$2.42M 0.28%
32,191
-112
82
$2.41M 0.28%
33,677
-43
83
$2.37M 0.27%
90,507
-6,402
84
$2.35M 0.27%
13,724
-8
85
$2.33M 0.27%
367,345
+29,934
86
$2.32M 0.27%
65,184
-2,127
87
$2.31M 0.27%
4,295
+151
88
$2.31M 0.26%
8,578
-214
89
$2.3M 0.26%
14,047
+337
90
$2.3M 0.26%
17,887
-676
91
$2.29M 0.26%
10,995
+212
92
$2.27M 0.26%
46,444
+1,142
93
$2.24M 0.26%
46,821
+1,454
94
$2.2M 0.25%
9,581
-976
95
$2.11M 0.24%
20,137
+70
96
$2.11M 0.24%
36,284
-717
97
$2.05M 0.24%
46,923
-796
98
$2.03M 0.23%
31,308
-30
99
$2.02M 0.23%
19,504
-84
100
$2.01M 0.23%
22,846
+102