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
76
$1.53M 0.38%
19,541
-11,716
77
$1.53M 0.38%
9,718
-2,585
78
$1.52M 0.37%
30,792
+1
79
$1.47M 0.36%
6,948
-6,390
80
$1.46M 0.36%
61,358
-1,545
81
$1.42M 0.35%
6,359
-932
82
$1.42M 0.35%
85,247
-43,695
83
$1.42M 0.35%
10,600
+220
84
$1.41M 0.35%
99,748
-100,154
85
$1.4M 0.34%
35,601
+1,150
86
$1.39M 0.34%
67,170
-11,484
87
$1.39M 0.34%
44,724
-24,780
88
$1.38M 0.34%
14,551
-4,000
89
$1.38M 0.34%
18,599
-2,207
90
$1.37M 0.34%
8,507
-8,774
91
$1.35M 0.33%
10,591
-8,249
92
$1.34M 0.33%
8,988
-11,664
93
$1.34M 0.33%
43,256
-17,183
94
$1.27M 0.31%
28,196
+1,728
95
$1.26M 0.31%
28,691
96
$1.26M 0.31%
19,589
+8,990
97
$1.26M 0.31%
14,071
-3,100
98
$1.25M 0.31%
14,028
-6,963
99
$1.25M 0.31%
+24,221
100
$1.25M 0.31%
84,524
-22,912
2 3
4
5 6