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
101
$1.25M 0.31%
8,135
-7,156
102
$1.2M 0.3%
32,201
+9,808
103
$1.2M 0.29%
68,959
-14,741
104
$1.2M 0.29%
88,709
-16,435
105
$1.19M 0.29%
49,905
-7,911
106
$1.16M 0.28%
33,305
+1,065
107
$1.15M 0.28%
16,823
-5,324
108
$1.15M 0.28%
7,137
-10,611
109
$1.13M 0.28%
10,462
-5,653
110
$1.12M 0.28%
19,719
-3,651
111
$1.11M 0.27%
64,725
-119,496
112
$1.11M 0.27%
69,411
-22,116
113
$1.1M 0.27%
24,236
+432
114
$1.1M 0.27%
31,812
-20,144
115
$1.1M 0.27%
24,344
-5,263
116
$1.08M 0.27%
28,269
-7,835
117
$1.08M 0.27%
+12,532
118
$1.06M 0.26%
16,231
-1,045
119
$1.06M 0.26%
318,200
-103,920
120
$1.05M 0.26%
56,203
-77,331
121
$1.05M 0.26%
14,533
-25,459
122
$1.05M 0.26%
17,586
-9,936
123
$1.05M 0.26%
47,942
-25,906
124
$1.02M 0.25%
17,902
+7,392
125
$1.02M 0.25%
21,504
-4,279
3 4
5
6 7