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
126
$595K 0.24%
23,516
+6,484
127
$594K 0.24%
14,450
-5,745
128
$592K 0.24%
27,565
-908
129
$580K 0.24%
25,598
-888
130
$570K 0.23%
10,007
-2,100
131
$569K 0.23%
13,037
+4,689
132
$564K 0.23%
9,133
+1,948
133
$562K 0.23%
7,454
-308
134
$562K 0.23%
3,365
-1,064
135
$559K 0.23%
913
+11
136
$549K 0.22%
5,441
-1,565
137
$548K 0.22%
4,404
-1,345
138
$542K 0.22%
14,147
-728
139
$538K 0.22%
17,336
-230
140
$536K 0.22%
10,653
-1,725
141
$531K 0.22%
4,559
-28
142
$529K 0.22%
1,440
-141
143
$528K 0.21%
11,162
-1,853
144
$526K 0.21%
4,586
-425
145
$525K 0.21%
16,591
+1,975
146
$520K 0.21%
16,492
+1,288
147
$507K 0.21%
6,106
-4,146
148
$494K 0.2%
36,651
+6,372
149
$488K 0.2%
12,174
-1,158
150
$480K 0.2%
20,870
-6,262
4 5
6
7 8