Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 16.55%
This Quarter Est. Return
1 Year Est. Return
+16.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$744K
AUM Growth
-$616M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1 +$16.8K
2 +$3.61K
3 +$3.36K
4
VTV icon
Vanguard Value ETF
VTV
+$2.79K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.71K

Sector Composition

1 Technology 16.33%
2 Healthcare 5.16%
3 Consumer Discretionary 5.07%
4 Consumer Staples 3.88%
5 Industrials 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$34.5K 4.63%
53,599
-186
2
$29.7K 3.98%
235,803
-46,117
3
$18.4K 2.47%
1,201,312
+236,104
4
$16.8K 2.26%
+2,192
5
$15.9K 2.13%
191,293
+32,661
6
$15.6K 2.1%
205,599
+29,578
7
$13K 1.75%
118,865
+25,557
8
$11.8K 1.59%
68,800
+3,400
9
$11K 1.47%
222,495
+68,119
10
$10.5K 1.41%
535,407
+27,024
11
$9K 1.21%
25,447
+753
12
$8.88K 1.19%
40,130
+204
13
$8.17K 1.1%
102,385
+9,418
14
$7.43K 1%
21,076
-1,183
15
$7.13K 0.96%
99,656
+7,226
16
$6.81K 0.91%
476,722
+5,303
17
$6.47K 0.87%
325,644
+89,943
18
$6.46K 0.87%
73,360
+3,920
19
$6.03K 0.81%
36,120
+8,041
20
$5.96K 0.8%
117,428
-2,772
21
$5.95K 0.8%
39,171
+724
22
$5.92K 0.8%
99,455
-162
23
$5.86K 0.79%
36,478
+8,760
24
$5.47K 0.73%
128,817
+10,883
25
$5.42K 0.73%
30,133
+2,368