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
101
$782K 0.32%
+21,219
102
$774K 0.31%
27,000
-1,340
103
$764K 0.31%
7,674
-360
104
$748K 0.3%
10,234
-4,518
105
$740K 0.3%
8,795
-2,084
106
$738K 0.3%
17,683
-3,820
107
$700K 0.28%
71,112
108
$700K 0.28%
28,265
-1,585
109
$696K 0.28%
5,310
-1,001
110
$673K 0.27%
6,661
-282
111
$673K 0.27%
3,238
-290
112
$669K 0.27%
30,104
+234
113
$669K 0.27%
12,187
-1,252
114
$660K 0.27%
14,740
-276
115
$646K 0.26%
10,836
+1,446
116
$645K 0.26%
4,893
+247
117
$641K 0.26%
4,419
-816
118
$635K 0.26%
7,403
-578
119
$631K 0.26%
13,447
+1,705
120
$625K 0.25%
14,600
-720
121
$624K 0.25%
11,962
-1,369
122
$620K 0.25%
+11,480
123
$618K 0.25%
28,565
+6,186
124
$615K 0.25%
12,218
+4,284
125
$611K 0.25%
10,815
+575
3 4
5
6 7