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
276
$357K 0.09%
1,245
-965
277
$357K 0.09%
26,813
-3,114
278
$352K 0.09%
5,492
-2,738
279
$352K 0.09%
21,332
+1,957
280
$350K 0.09%
5,518
-25,090
281
$348K 0.09%
8,881
+349
282
$348K 0.09%
8,672
-5,673
283
$343K 0.08%
4,584
+409
284
$334K 0.08%
25,275
-1,100
285
$333K 0.08%
10,002
+3,180
286
$332K 0.08%
3,006
-812
287
$330K 0.08%
1,233
-3,218
288
$328K 0.08%
22,560
+12,400
289
$327K 0.08%
13,471
-3,294
290
$323K 0.08%
4,400
291
$319K 0.08%
9,135
-3,100
292
$317K 0.08%
+12,902
293
$314K 0.08%
3,602
-803
294
$312K 0.08%
13,280
-6,350
295
$307K 0.08%
3,986
-1,470
296
$307K 0.08%
17,400
-5,246
297
$305K 0.07%
4,393
-1,231
298
$304K 0.07%
3,744
-7,775
299
$303K 0.07%
9,750
-7,694
300
$299K 0.07%
2,261
-1,745
10 11
12
13 14