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
101
$1.94M 0.25%
55,442
-6,962
102
$1.94M 0.25%
66,774
+4,024
103
$1.94M 0.25%
23,454
-8,120
104
$1.9M 0.24%
201,658
-10,999
105
$1.9M 0.24%
8,249
+119
106
$1.87M 0.24%
20,406
+10,121
107
$1.86M 0.24%
23,136
+4,024
108
$1.82M 0.23%
288,167
-9,800
109
$1.8M 0.23%
44,413
+1,662
110
$1.79M 0.23%
22,578
-1,592
111
$1.79M 0.23%
11,762
+328
112
$1.78M 0.23%
32,434
+50
113
$1.76M 0.22%
14,953
-508
114
$1.76M 0.22%
7,210
-8
115
$1.72M 0.22%
90,950
+63,492
116
$1.72M 0.22%
15,583
+800
117
$1.7M 0.22%
21,802
+3,890
118
$1.68M 0.21%
1,420
-77
119
$1.68M 0.21%
31,100
+5,510
120
$1.64M 0.21%
35,000
-915
121
$1.64M 0.21%
18,740
-560
122
$1.64M 0.21%
41,579
+7,673
123
$1.63M 0.21%
12,288
-222
124
$1.61M 0.2%
23,411
+604
125
$1.61M 0.2%
11,771
-807
3 4
5
6 7