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
51
$1.31M 0.53%
81,452
-18,718
52
$1.28M 0.52%
55,646
+2,878
53
$1.27M 0.52%
8,402
-1,537
54
$1.26M 0.51%
70,950
+9,850
55
$1.25M 0.51%
5,124
-936
56
$1.24M 0.5%
26,853
-3,243
57
$1.23M 0.5%
17,719
+273
58
$1.21M 0.49%
3,330
-435
59
$1.21M 0.49%
6,572
-1,318
60
$1.19M 0.48%
30,393
-5,000
61
$1.16M 0.47%
8,745
+1,792
62
$1.15M 0.47%
15,785
-1,821
63
$1.14M 0.46%
3,867
-835
64
$1.12M 0.45%
23,612
-4,394
65
$1.1M 0.45%
24,443
+1,032
66
$1.04M 0.42%
56,485
-8,740
67
$1.04M 0.42%
2,854
+234
68
$1.01M 0.41%
6,471
-1,010
69
$1.01M 0.41%
33,015
+846
70
$998K 0.41%
8,017
-2,894
71
$986K 0.4%
79,454
-3,484
72
$979K 0.4%
51,435
-5,841
73
$973K 0.4%
6,675
+1
74
$965K 0.39%
65,969
-16,469
75
$952K 0.39%
56,439
-16,104
1 2
3
4 5