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
376
$186K 0.05%
15,629
-49,327
377
$180K 0.04%
11,716
-8,494
378
$172K 0.04%
14,000
-126,119
379
$169K 0.04%
13,195
-6,701
380
$168K 0.04%
11,480
-1,993
381
$167K 0.04%
10,999
-1,292
382
$165K 0.04%
15,108
-6,180
383
$156K 0.04%
200
+80
384
$156K 0.04%
11,670
-1,777
385
$139K 0.03%
+14,870
386
$133K 0.03%
+52
387
$132K 0.03%
17,310
388
$128K 0.03%
+11,000
389
$119K 0.03%
15,603
-41,981
390
$113K 0.03%
12,012
-31,830
391
$113K 0.03%
10,965
-3,940
392
$106K 0.03%
11,092
-4,200
393
$94K 0.02%
2,156
-2,312
394
$79K 0.02%
2,975
395
$74K 0.02%
12,000
396
$72K 0.02%
15,615
-9,300
397
$52K 0.01%
14,200
+900
398
$36K 0.01%
12,700
-5,700
399
$9K ﹤0.01%
660
-600
400
$8K ﹤0.01%
17,763
14 15
16
17 18