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
$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
SPDR S&P 500 ETF Trust
SPY
+$1.02M
5
NVDA icon
NVIDIA
NVDA
+$981K

Sector Composition

1 Technology 12.25%
2 Healthcare 6.99%
3 Consumer Discretionary 5.56%
4 Industrials 4.34%
5 Consumer Staples 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.59M 0.2%
18,750
-130
127
$1.57M 0.2%
27,913
-8,672
128
$1.56M 0.2%
59,592
-960
129
$1.54M 0.2%
28,588
-3,706
130
$1.53M 0.19%
17,269
+10,841
131
$1.5M 0.19%
30,264
-6,191
132
$1.5M 0.19%
48,792
+3,396
133
$1.49M 0.19%
11,704
+4,287
134
$1.47M 0.19%
12,667
-349
135
$1.47M 0.19%
+20,533
136
$1.46M 0.19%
56,435
+8,903
137
$1.46M 0.19%
8,670
+2,843
138
$1.45M 0.18%
22,430
+9,428
139
$1.45M 0.18%
86,191
+207
140
$1.43M 0.18%
28,281
141
$1.42M 0.18%
12,213
+718
142
$1.42M 0.18%
18,139
-729
143
$1.41M 0.18%
50,296
-1,054
144
$1.4M 0.18%
27,740
+2,710
145
$1.39M 0.18%
5,371
+726
146
$1.39M 0.18%
27,702
-2,223
147
$1.38M 0.17%
5,494
-43
148
$1.36M 0.17%
37,059
+4,598
149
$1.36M 0.17%
9,453
-66
150
$1.35M 0.17%
6,280
-599
4 5
6
7 8