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
101
$1.96M 0.23%
4,960
-574
102
$1.92M 0.22%
12,617
-57
103
$1.92M 0.22%
9,756
-1,050
104
$1.92M 0.22%
15,884
-10
105
$1.9M 0.22%
56,545
-7,018
106
$1.88M 0.22%
19,950
-2,106
107
$1.79M 0.21%
83,379
-3,165
108
$1.76M 0.2%
79,636
-2,605
109
$1.75M 0.2%
41,691
+429
110
$1.74M 0.2%
14,461
+128
111
$1.7M 0.2%
58,116
-20,178
112
$1.66M 0.19%
18,222
-435
113
$1.64M 0.19%
41,775
+227
114
$1.63M 0.19%
8,985
-169
115
$1.63M 0.19%
67,040
+719
116
$1.62M 0.19%
28,882
-209
117
$1.61M 0.19%
6,120
-195
118
$1.58M 0.18%
21,155
+224
119
$1.58M 0.18%
3,857
-278
120
$1.56M 0.18%
23,780
+1,819
121
$1.56M 0.18%
17,426
-320
122
$1.55M 0.18%
6,458
-78
123
$1.54M 0.18%
63,964
-2,399
124
$1.52M 0.17%
5,885
-172
125
$1.52M 0.17%
14,705
+941