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
$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 7.03%
3 Consumer Discretionary 5.56%
4 Industrials 4.3%
5 Consumer Staples 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31M 3.92%
457,834
+222,031
2
$20M 2.53%
1,246,240
+44,928
3
$17.2M 2.18%
215,352
+9,753
4
$16.7M 2.11%
200,252
+8,959
5
$15.6M 1.98%
131,423
+12,558
6
$13.2M 1.68%
123,522
+65,084
7
$11.8M 1.5%
83,708
+44,016
8
$11.8M 1.49%
238,961
+16,466
9
$11.6M 1.48%
544,839
+9,432
10
$11.1M 1.4%
68,080
-720
11
$9.91M 1.26%
26,406
+959
12
$9.7M 1.23%
112,532
+10,147
13
$8.91M 1.13%
40,042
-88
14
$7.72M 0.98%
339,642
+13,998
15
$7.42M 0.94%
461,397
-15,325
16
$7.35M 0.93%
37,773
+1,653
17
$7.11M 0.9%
93,876
-5,780
18
$6.95M 0.88%
78,769
+5,409
19
$6.86M 0.87%
18,357
-2,719
20
$6.48M 0.82%
120,534
+3,106
21
$6.39M 0.81%
40,585
+1,414
22
$6.35M 0.8%
134,574
+5,757
23
$5.67M 0.72%
44,638
-772
24
$5.64M 0.72%
29,001
-1,132
25
$5.6M 0.71%
95,348
-4,107
1
2 3 4 5