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
126
$1.01M 0.25%
+19,480
127
$1M 0.25%
7,262
-4,347
128
$988K 0.24%
5,913
-5,425
129
$988K 0.24%
7,487
+1,173
130
$971K 0.24%
97,230
-70,362
131
$967K 0.24%
49,565
-470
132
$965K 0.24%
40,000
133
$959K 0.24%
21,075
-7,403
134
$942K 0.23%
27,534
+405
135
$941K 0.23%
79,494
+12,685
136
$939K 0.23%
35,063
-682
137
$931K 0.23%
53,437
-5,872
138
$928K 0.23%
6,513
+3,528
139
$927K 0.23%
14,894
+100
140
$926K 0.23%
29,502
-2,754
141
$923K 0.23%
36,472
+3,284
142
$920K 0.23%
7,591
-42
143
$920K 0.23%
19,000
-12,820
144
$919K 0.23%
18,610
-822
145
$906K 0.22%
3,462
+8
146
$897K 0.22%
102,170
-12,000
147
$896K 0.22%
15,997
-4,745
148
$883K 0.22%
32,431
-1,377
149
$871K 0.21%
6,875
-2,386
150
$869K 0.21%
18,415
-1,236
4 5
6
7 8