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
326
$265K 0.07%
1,206
-6,951
327
$265K 0.07%
+2,474
328
$263K 0.06%
5,350
-1,105
329
$259K 0.06%
8,853
-6,183
330
$258K 0.06%
4,375
+1,318
331
$253K 0.06%
26,319
-3,192
332
$250K 0.06%
+5,345
333
$245K 0.06%
1,726
+59
334
$245K 0.06%
1,001
-48
335
$244K 0.06%
11,394
-1,866
336
$244K 0.06%
+8,030
337
$243K 0.06%
3,619
-3,642
338
$241K 0.06%
1,279
-245
339
$240K 0.06%
+12,857
340
$240K 0.06%
1,559
-5,124
341
$240K 0.06%
+4,479
342
$238K 0.06%
+3,702
343
$238K 0.06%
814
-365
344
$238K 0.06%
12,203
-9,557
345
$234K 0.06%
5,109
-1,879
346
$234K 0.06%
3,899
-46
347
$233K 0.06%
3,612
-1,122
348
$233K 0.06%
8,806
-7,868
349
$232K 0.06%
4,890
-2,030
350
$228K 0.06%
1,527
-2,260
12 13
14
15 16