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
401
– –
-10,390
402
– –
-10,491
403
– –
-2,893
404
– –
-15,183
405
– –
-18,668
406
– –
-5,112
407
– –
-11,092
408
– –
-1,370
13 14 15 16
17