Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.6B
1-Year Est. Return 20.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.78%
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
+$4.07M
2
+$3.85M
3
+$3.77M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$3.64M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.32M

Top Sells

1
+$8.63M
2
+$8.62M
3
+$5.22M
4
BA icon
Boeing
BA
+$3.99M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.49M

Sector Composition

1 Technology 8.81%
2 Financials 6.4%
3 Industrials 6.16%
4 Healthcare 5.89%
5 Consumer Discretionary 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
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