Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 16.55%
This Quarter Est. Return
1 Year Est. Return
+16.55%
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
1
$7.73M 2.36%
167,024
-12,804
2
$5.51M 1.68%
64,820
+7,220
3
$4.55M 1.39%
132,160
-3,310
4
$4.37M 1.33%
17,916
+536
5
$4.35M 1.33%
12,972
-102
6
$3.97M 1.21%
83,805
+4,790
7
$3.64M 1.11%
149,525
-13,027
8
$3.42M 1.04%
17,527
+3,450
9
$3.37M 1.03%
13,746
+23
10
$3.29M 1%
24,109
+1,468
11
$3.19M 0.97%
16,398
-1,089
12
$3.19M 0.97%
98,411
+1,566
13
$3.13M 0.96%
110,094
+1,081
14
$2.93M 0.89%
81,800
+17
15
$2.79M 0.85%
116,846
+11,193
16
$2.77M 0.85%
116,479
-3,307
17
$2.69M 0.82%
26,450
-3,265
18
$2.6M 0.79%
51,745
-353
19
$2.48M 0.76%
101,880
-24,317
20
$2.47M 0.76%
101,976
+21,114
21
$2.46M 0.75%
40,175
+2,396
22
$2.45M 0.75%
71,791
-469
23
$2.39M 0.73%
22,943
-1,417
24
$2.34M 0.71%
157,141
+53,405
25
$2.32M 0.71%
245,048
+111,592
1
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