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
$407M
AUM Growth
-$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$3.06M
3
+$3.06M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$2.51M
5
META icon
Meta Platforms (Facebook)
META
+$2.48M

Top Sells

1
+$8.63M
2
+$8.6M
3
+$5.22M
4
BA icon
Boeing
BA
+$3.72M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.23M

Sector Composition

1 Technology 8.81%
2 Financials 6.33%
3 Industrials 6.16%
4 Healthcare 5.89%
5 Consumer Discretionary 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$452K 0.11%
4,242
-300
227
$451K 0.11%
9,711
-11,003
228
$449K 0.11%
12,813
-113
229
$448K 0.11%
37,550
-49,540
230
$445K 0.11%
11,414
-5,973
231
$444K 0.11%
3,900
-10,987
232
$439K 0.11%
5,853
-399
233
$437K 0.11%
4,326
-661
234
$434K 0.11%
20,305
+330
235
$430K 0.11%
4,346
-1,331
236
$427K 0.1%
+2,250
237
$426K 0.1%
+11,159
238
$425K 0.1%
17,026
-11,178
239
$420K 0.1%
5,072
-20,767
240
$419K 0.1%
5,636
-1,509
241
$419K 0.1%
23,022
-2,604
242
$416K 0.1%
+7,299
243
$414K 0.1%
5,227
-6,677
244
$407K 0.1%
11,591
-475
245
$406K 0.1%
4,637
-4,044
246
$406K 0.1%
3,119
-1,378
247
$406K 0.1%
6,046
+14
248
$400K 0.1%
5,986
-1,055
249
$396K 0.1%
7,765
+1,710
250
$396K 0.1%
6,482
-1,218
8 9
10
11 12