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
201
$565K 0.14%
29,328
-9,874
202
$557K 0.14%
19,169
+7,165
203
$557K 0.14%
24,004
+392
204
$543K 0.13%
14,416
+80
205
$542K 0.13%
40,400
-1,500
206
$541K 0.13%
15,320
207
$539K 0.13%
16,204
-913
208
$539K 0.13%
14,143
-15,080
209
$522K 0.13%
9,864
+572
210
$517K 0.13%
5,197
+991
211
$513K 0.13%
6,882
-3,243
212
$498K 0.12%
26,953
-6,569
213
$491K 0.12%
13,334
-523
214
$491K 0.12%
36,050
-190,150
215
$488K 0.12%
2,778
-532
216
$484K 0.12%
8,968
-2,588
217
$478K 0.12%
2,887
-1,095
218
$477K 0.12%
4,822
-835
219
$472K 0.12%
4,662
+395
220
$472K 0.12%
12,716
+5,830
221
$466K 0.11%
19,711
-8,700
222
$463K 0.11%
12,610
-7,802
223
$459K 0.11%
18,721
-3,648
224
$457K 0.11%
+14,227
225
$453K 0.11%
15,145
-20,624
7 8
9
10 11