Koshinski Asset Management Portfolio holdings
AUM
$1.32B
1-Year Return
15.49%
This Quarter Return
+2.89%
1 Year Return
+15.49%
3 Year Return
+57.36%
5 Year Return
+98.18%
10 Year Return
+202.18%
AUM
$246M
AUM Growth
+$245M
(+65,766%)
Cap. Flow
-$18.7M
Cap. Flow
% of AUM
-7.61%
Top 10 Holdings %
Top 10 Hldgs %
19.56%
Holding
408
New
14
Increased
52
Reduced
193
Closed
138
Top Buys
| 1 |
Cousins Properties
CUZ
|
$1.75M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$892K |
| 3 |
Innovator US Equity Power Buffer ETF July
PJUL
|
$839K |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
$782K |
| 5 |
Alphabet (Google) Class C
GOOG
|
$620K |
Top Sells
| 1 |
Apple
AAPL
|
$1.18M |
| 2 |
Starbucks
SBUX
|
$1.03M |
| 3 |
ConocoPhillips
COP
|
$1M |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$937K |
| 5 |
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% |
