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
301
$298K 0.07%
7,959
+2,595
302
$298K 0.07%
24,710
-3,600
303
$298K 0.07%
6,631
-3,474
304
$296K 0.07%
13,306
-3,040
305
$292K 0.07%
7,292
+108
306
$291K 0.07%
+6,244
307
$289K 0.07%
7,529
-2,760
308
$289K 0.07%
8,395
-5,736
309
$286K 0.07%
2,834
-20,956
310
$286K 0.07%
3,216
-15,675
311
$285K 0.07%
8,375
-58,051
312
$285K 0.07%
28,700
-16,600
313
$284K 0.07%
2,950
-1,845
314
$284K 0.07%
22,927
-3,578
315
$283K 0.07%
10,090
-2,945
316
$282K 0.07%
8,881
-42,917
317
$281K 0.07%
6,653
-1,699
318
$279K 0.07%
+3,580
319
$279K 0.07%
25,718
-38,873
320
$275K 0.07%
+2,216
321
$268K 0.07%
3,874
+926
322
$268K 0.07%
2,708
-1,169
323
$267K 0.07%
3,653
-288
324
$267K 0.07%
18,910
-3,001
325
$266K 0.07%
+12,040
11 12
13
14 15