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
26
$2.02M 0.82%
198,610
-15,017
27
$2M 0.81%
18,648
-2,186
28
$1.98M 0.8%
110,652
-3,544
29
$1.9M 0.77%
23,599
+334
30
$1.82M 0.74%
30,577
-217
31
$1.81M 0.74%
36,063
+3,134
32
$1.8M 0.73%
6,126
-233
33
$1.79M 0.73%
16,639
-3,923
34
$1.75M 0.71%
98,218
-4,882
35
$1.75M 0.71%
+48,444
36
$1.72M 0.7%
12,328
-1,684
37
$1.68M 0.68%
22,308
+410
38
$1.64M 0.67%
21,398
-8,790
39
$1.63M 0.66%
11,977
-1,416
40
$1.63M 0.66%
10,841
-1,840
41
$1.56M 0.64%
28,519
-1,391
42
$1.56M 0.63%
7,510
-251
43
$1.55M 0.63%
11,115
+667
44
$1.51M 0.61%
14,950
+956
45
$1.45M 0.59%
30,363
-5,556
46
$1.43M 0.58%
103,553
-13,566
47
$1.43M 0.58%
28,281
-410
48
$1.39M 0.57%
5,260
-49
49
$1.37M 0.56%
12,505
-3,394
50
$1.35M 0.55%
40,002
-535
1
2
3 4 5