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
$246M
AUM Growth
+$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$892K
3
+$839K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$782K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$620K

Top Sells

1
+$1.18M
2
+$1.03M
3
+$1M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$937K
5
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$925K

Sector Composition

1 Technology 9.46%
2 Communication Services 4.4%
3 Healthcare 3.91%
4 Consumer Discretionary 3.83%
5 Financials 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$253K 0.1%
7,024
-700
227
$249K 0.1%
9,005
-27,518
228
$247K 0.1%
+1,055
229
$247K 0.1%
8,033
-6,854
230
$243K 0.1%
3,142
-42
231
$243K 0.1%
8,306
-144
232
$243K 0.1%
2,196
-135
233
$242K 0.1%
4,026
+481
234
$241K 0.1%
15,806
+3,836
235
$240K 0.1%
976
-163
236
$240K 0.1%
4,078
+1
237
$236K 0.1%
9,165
-330
238
$234K 0.1%
1,959
-827
239
$233K 0.09%
9,254
-2,140
240
$228K 0.09%
1,764
-368
241
$218K 0.09%
4,832
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242
$218K 0.09%
6,120
-115
243
$217K 0.09%
1,331
-97
244
$217K 0.09%
8,577
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245
$216K 0.09%
2,091
-708
246
$214K 0.09%
20,956
+3,786
247
$213K 0.09%
16,800
248
$211K 0.09%
8,274
-2,211
249
$211K 0.09%
3,462
-16,489
250
$210K 0.09%
4,214
-1,738
8 9
10
11 12