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
251
$395K 0.1%
17,790
+3,645
252
$395K 0.1%
5,124
-147
253
$393K 0.1%
3,784
-3,595
254
$393K 0.1%
6,283
-4,322
255
$392K 0.1%
+2,824
256
$392K 0.1%
+7,714
257
$391K 0.1%
8,178
-4,888
258
$390K 0.1%
+6,139
259
$389K 0.1%
21,674
-4,500
260
$386K 0.09%
7,380
+1,053
261
$386K 0.09%
+19,501
262
$384K 0.09%
7,530
263
$383K 0.09%
5,559
-2,888
264
$381K 0.09%
30,095
-13,498
265
$380K 0.09%
177,606
+90,842
266
$379K 0.09%
2,764
-1,101
267
$379K 0.09%
2,835
-6,710
268
$378K 0.09%
6,033
-409
269
$377K 0.09%
7,800
270
$376K 0.09%
+3,383
271
$369K 0.09%
4,470
-613
272
$369K 0.09%
7,540
-34,390
273
$368K 0.09%
8,472
-2,128
274
$363K 0.09%
37,808
-2,000
275
$359K 0.09%
8,660
9 10
11
12 13