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
201
$932K 0.12%
28,340
202
$931K 0.12%
2,472
+234
203
$922K 0.12%
21,493
+1,266
204
$922K 0.12%
16,684
+7,619
205
$918K 0.12%
37,363
+11,798
206
$908K 0.12%
10,343
-2,600
207
$903K 0.11%
6,417
-71
208
$895K 0.11%
22,373
-4,078
209
$894K 0.11%
18,792
-560
210
$892K 0.11%
32,828
+20,423
211
$890K 0.11%
4,368
+3
212
$889K 0.11%
10,672
-5
213
$887K 0.11%
+12,249
214
$872K 0.11%
4,281
+1,456
215
$870K 0.11%
17,192
-837
216
$870K 0.11%
14,440
+1,217
217
$869K 0.11%
12,721
-318
218
$868K 0.11%
14,124
-998
219
$866K 0.11%
4,981
+2,561
220
$864K 0.11%
40,000
221
$862K 0.11%
52,468
+21
222
$859K 0.11%
13,453
-427
223
$858K 0.11%
11,765
+947
224
$844K 0.11%
21,154
-489
225
$842K 0.11%
3,869
-495