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
$870M
AUM Growth
-$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
637
New
Increased
Reduced
Closed

Top Sells

1 +$5.24M
2 +$4.33M
3 +$3M
4
RTX icon
RTX Corp
RTX
+$2.03M
5
COR icon
Cencora
COR
+$1.46M

Sector Composition

1 Technology 10.6%
2 Industrials 5.8%
3 Consumer Staples 5.39%
4 Healthcare 4.83%
5 Consumer Discretionary 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$912K 0.1%
8,421
-49
202
$911K 0.1%
12,530
+6,283
203
$911K 0.1%
18,126
-468
204
$900K 0.1%
52,473
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205
$899K 0.1%
18,275
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206
$898K 0.1%
5,302
-237
207
$892K 0.1%
2,949
+1,015
208
$892K 0.1%
19,001
+858
209
$885K 0.1%
6,307
+170
210
$861K 0.1%
51,724
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211
$853K 0.1%
17,615
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212
$850K 0.1%
7,980
213
$843K 0.1%
15,363
-1,559
214
$836K 0.1%
10,896
215
$835K 0.1%
12,904
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216
$830K 0.1%
37,125
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217
$824K 0.09%
4,706
-267
218
$821K 0.09%
34,283
-243
219
$817K 0.09%
3,696
-214
220
$808K 0.09%
2,139
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221
$806K 0.09%
7,285
+23
222
$805K 0.09%
21,597
-13
223
$804K 0.09%
16,243
-703
224
$804K 0.09%
21,247
-1,287
225
$804K 0.09%
8,293
-24