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
176
$671K 0.16%
4,855
+213
177
$658K 0.16%
18,137
-10,361
178
$658K 0.16%
52,482
+380
179
$652K 0.16%
65,472
-26,928
180
$649K 0.16%
7,806
+57
181
$649K 0.16%
10,077
+409
182
$647K 0.16%
+15,147
183
$644K 0.16%
29,568
-1,283
184
$636K 0.16%
5,496
-4,334
185
$635K 0.16%
5,845
-1,202
186
$629K 0.15%
7,710
-1,961
187
$627K 0.15%
+9,632
188
$621K 0.15%
8,061
-4,110
189
$609K 0.15%
7,936
-531
190
$595K 0.15%
12,684
-1,074
191
$592K 0.15%
38,018
-2,083
192
$589K 0.14%
15,870
-84,667
193
$588K 0.14%
8,599
+3,494
194
$588K 0.14%
27,937
-26,172
195
$578K 0.14%
6,686
-470
196
$574K 0.14%
15,036
-1,788
197
$567K 0.14%
28,600
-14,503
198
$565K 0.14%
20,024
-3,106
199
$565K 0.14%
+24,410
200
$565K 0.14%
10,863
-5,501
6 7
8
9 10