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
$328M
AUM Growth
+$5.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.35M
3
+$1.29M
4
STZ icon
Constellation Brands
STZ
+$1.09M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.06M

Top Sells

1
+$2.24M
2
+$1.86M
3
+$1.05M
4
TMUS icon
T-Mobile US
TMUS
+$823K
5
FLEX icon
Flex
FLEX
+$820K

Sector Composition

1 Technology 10.78%
2 Industrials 6.74%
3 Healthcare 6.57%
4 Financials 5.73%
5 Consumer Discretionary 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$698K 0.21%
44,060
-2,590
152
$697K 0.21%
56,007
+4,000
153
$692K 0.21%
3,339
154
$690K 0.21%
44,946
+3,553
155
$685K 0.21%
15,913
-2,423
156
$675K 0.21%
4,762
-410
157
$674K 0.21%
4,331
+449
158
$674K 0.21%
31,841
-2,000
159
$672K 0.21%
7,247
-50
160
$672K 0.21%
11,969
+883
161
$668K 0.2%
10,376
-3,886
162
$668K 0.2%
36,495
-330
163
$657K 0.2%
52,150
-2,900
164
$644K 0.2%
18,798
-2,856
165
$638K 0.19%
24,360
-1,485
166
$637K 0.19%
4,318
-686
167
$630K 0.19%
11,090
+49
168
$629K 0.19%
5,708
-10
169
$626K 0.19%
10,510
-1,396
170
$622K 0.19%
24,580
-80
171
$621K 0.19%
16,480
-566
172
$616K 0.19%
21,537
+11
173
$615K 0.19%
11,089
-1,407
174
$614K 0.19%
29,481
175
$611K 0.19%
13,870
-802
5 6
7
8 9