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
351
$227K 0.06%
21,848
-110,266
352
$227K 0.06%
3,793
-1,488
353
$227K 0.06%
3,477
+193
354
$226K 0.06%
+13,130
355
$223K 0.05%
9,495
+1,450
356
$222K 0.05%
+4,866
357
$220K 0.05%
7,882
-3,107
358
$220K 0.05%
6,106
-312
359
$219K 0.05%
+4,991
360
$216K 0.05%
3,852
+385
361
$216K 0.05%
8,450
-1,850
362
$214K 0.05%
980
+1
363
$214K 0.05%
7,648
-4,014
364
$211K 0.05%
3,435
-2,166
365
$211K 0.05%
+2,523
366
$210K 0.05%
12,982
-5,282
367
$204K 0.05%
2,175
-298
368
$204K 0.05%
1,370
369
$204K 0.05%
2,992
+260
370
$204K 0.05%
7,646
-64,948
371
$202K 0.05%
4,319
-482
372
$201K 0.05%
+4,000
373
$200K 0.05%
+5,016
374
$195K 0.05%
14,000
375
$189K 0.05%
16,800
-7,000
13 14
15
16 17