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
176
$1.13M 0.14%
7,057
-1,143
177
$1.12M 0.14%
4,801
-170
178
$1.12M 0.14%
38,129
+545
179
$1.11M 0.14%
9,233
+423
180
$1.11M 0.14%
27,079
-5,258
181
$1.1M 0.14%
16,538
+341
182
$1.09M 0.14%
39,115
-2,890
183
$1.08M 0.14%
29,988
-35
184
$1.07M 0.14%
10,171
+137
185
$1.06M 0.13%
78,840
+36,870
186
$1.05M 0.13%
25,248
+574
187
$1.05M 0.13%
27,354
+26,858
188
$1.04M 0.13%
+24,820
189
$1.03M 0.13%
2,892
-6
190
$1.01M 0.13%
4,875
-98
191
$1M 0.13%
10,782
+1,620
192
$999K 0.13%
25,944
+3,838
193
$979K 0.12%
7,746
+573
194
$972K 0.12%
4,582
+1,339
195
$968K 0.12%
33,074
+23,535
196
$962K 0.12%
28,061
+7,179
197
$961K 0.12%
3,986
-690
198
$955K 0.12%
18,229
-303
199
$944K 0.12%
10,618
+5,331
200
$937K 0.12%
48,765
+1,712
6 7
8
9 10