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
51
$2.3M 0.56%
51,424
+29,691
52
$2.3M 0.56%
24,982
-21,148
53
$2.28M 0.56%
44,535
-44,898
54
$2.25M 0.55%
32,963
-10,012
55
$2.24M 0.55%
24,317
-21,297
56
$2.13M 0.52%
229,531
-53,080
57
$2.11M 0.52%
453,261
+274,804
58
$2.08M 0.51%
33,975
+296
59
$2.07M 0.51%
22,690
-24,590
60
$2.05M 0.5%
50,133
-69,126
61
$2.05M 0.5%
10,051
-2,855
62
$2.03M 0.5%
38,800
-2,640
63
$2.03M 0.5%
48,935
-207,564
64
$2M 0.49%
11,283
-2,983
65
$1.97M 0.49%
10,464
+3,440
66
$1.9M 0.47%
21,966
+1,070
67
$1.87M 0.46%
123,348
-55,736
68
$1.82M 0.45%
61,623
+6,000
69
$1.78M 0.44%
104,440
+721
70
$1.75M 0.43%
53,484
-62,426
71
$1.73M 0.43%
17,275
-396
72
$1.67M 0.41%
67,691
-8,379
73
$1.65M 0.41%
26,438
-38,816
74
$1.58M 0.39%
24,182
+1,150
75
$1.57M 0.39%
36,348
-18,942
1 2
3
4 5