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
151
$1.34M 0.17%
17,391
+3,967
152
$1.34M 0.17%
13,362
-152
153
$1.34M 0.17%
32,837
-9,248
154
$1.31M 0.17%
69,023
-7,604
155
$1.3M 0.17%
6,097
-735
156
$1.3M 0.17%
41,743
+243
157
$1.3M 0.17%
85,526
-6,118
158
$1.3M 0.16%
775
-32
159
$1.29M 0.16%
8,435
-238
160
$1.26M 0.16%
6,086
-21
161
$1.25M 0.16%
17,935
+765
162
$1.24M 0.16%
5,542
-4
163
$1.24M 0.16%
65,732
-4
164
$1.24M 0.16%
59,321
+3,400
165
$1.23M 0.16%
13,300
+1,386
166
$1.21M 0.15%
11,455
-3,450
167
$1.2M 0.15%
10,572
+6,048
168
$1.2M 0.15%
6,136
+3,460
169
$1.19M 0.15%
39,365
-3,123
170
$1.16M 0.15%
20,510
+7,590
171
$1.16M 0.15%
13,759
+315
172
$1.16M 0.15%
25,219
+3,425
173
$1.15M 0.15%
6,789
174
$1.15M 0.15%
5,551
-227
175
$1.15M 0.15%
5,233
-216
5 6
7
8 9