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
451
– –
-24,795
452
– –
-3,114
453
– –
-5,343
454
– –
-714
455
– –
-143
456
– –
-33,954
457
– –
-14,026
458
– –
-32,000
459
– –
-4,876
460
– –
-14,760
461
– –
-947
462
– –
-4,455
463
– –
-9,628
464
– –
-10,745
465
– –
-5,126
466
– –
-11,664
467
– –
-9,343
468
– –
-6,098
469
– –
-4,949
470
– –
-6,553
471
– –
-2,932
472
– –
-13,197
473
– –
-13,795
474
– –
-41,527
475
– –
-9,971
17 18
19
20 21