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
26
$3.19M 0.78%
147,949
-49,759
27
$3.09M 0.76%
23,947
-25,002
28
$3.08M 0.76%
24,240
-1,515
29
$3.08M 0.76%
96,420
+31,225
30
$3.06M 0.75%
+19,824
31
$3.06M 0.75%
+364,051
32
$2.79M 0.69%
110,506
-7,201
33
$2.76M 0.68%
11,040
-4,711
34
$2.72M 0.67%
54,365
+25,075
35
$2.7M 0.66%
13,861
-5,046
36
$2.65M 0.65%
307,496
-115,408
37
$2.65M 0.65%
19,721
+1,836
38
$2.64M 0.65%
56,258
-14,564
39
$2.63M 0.65%
26,800
+1,310
40
$2.61M 0.64%
15,212
-16,151
41
$2.51M 0.62%
+28,743
42
$2.5M 0.61%
276,630
+114,261
43
$2.48M 0.61%
+18,926
44
$2.43M 0.6%
22,335
-2,869
45
$2.43M 0.6%
35,041
-6,402
46
$2.36M 0.58%
14,828
-8,787
47
$2.35M 0.58%
70,610
-25,200
48
$2.34M 0.58%
139,975
-44,929
49
$2.34M 0.58%
45,326
+5,178
50
$2.32M 0.57%
240,204
+10,900
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