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
151
$864K 0.21%
12,893
-4,886
152
$856K 0.21%
7,749
-18,701
153
$851K 0.21%
+16,128
154
$841K 0.21%
59,720
-66,880
155
$830K 0.2%
16,499
+5,716
156
$807K 0.2%
8,236
-471
157
$806K 0.2%
18,725
-2,382
158
$804K 0.2%
6,674
-389
159
$802K 0.2%
23,760
-23,455
160
$796K 0.2%
28,591
-29,786
161
$785K 0.19%
8,500
-4,761
162
$772K 0.19%
7,054
+2,514
163
$771K 0.19%
17,976
-5,999
164
$771K 0.19%
12,442
-4,712
165
$767K 0.19%
4,791
-971
166
$752K 0.18%
7,711
-1,397
167
$745K 0.18%
8,830
-1,313
168
$739K 0.18%
80,092
+2,000
169
$720K 0.18%
20,576
+10,288
170
$705K 0.17%
7,459
-13,946
171
$700K 0.17%
28,340
172
$692K 0.17%
12,059
-1,364
173
$691K 0.17%
23,749
+9,099
174
$687K 0.17%
6,703
-695
175
$684K 0.17%
57,472
-40,000
5 6
7
8 9