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
76
$952K 0.39%
25,848
-8,235
77
$948K 0.39%
5,460
-1,444
78
$940K 0.38%
37,722
-6,060
79
$934K 0.38%
7,010
-896
80
$930K 0.38%
97,170
-5,000
81
$920K 0.37%
78,300
-23,034
82
$915K 0.37%
12,035
-1,929
83
$909K 0.37%
8,199
-150
84
$908K 0.37%
34,614
+6,297
85
$888K 0.36%
17,430
-2,495
86
$886K 0.36%
14,373
-2,414
87
$884K 0.36%
16,320
-880
88
$863K 0.35%
210,280
-11,440
89
$863K 0.35%
32,580
-3,474
90
$859K 0.35%
13,480
-475
91
$855K 0.35%
18,138
-677
92
$855K 0.35%
73,068
-4,014
93
$854K 0.35%
9,775
+2,932
94
$839K 0.34%
+32,510
95
$828K 0.34%
20,288
-15,846
96
$822K 0.33%
33,639
-11,531
97
$810K 0.33%
18,774
+7,985
98
$810K 0.33%
28,218
-6,281
99
$802K 0.33%
27,639
-5,237
100
$784K 0.32%
22,865
+1,380
2 3
4
5 6