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
151
$479K 0.19%
6,184
-772
152
$464K 0.19%
7,530
153
$454K 0.18%
11,076
-1,807
154
$447K 0.18%
22,103
+840
155
$445K 0.18%
8,605
+840
156
$438K 0.18%
7,135
-4,386
157
$434K 0.18%
3,083
-77
158
$432K 0.18%
6,110
-137
159
$427K 0.17%
5,214
-3,212
160
$426K 0.17%
8,884
161
$424K 0.17%
10,976
-509
162
$421K 0.17%
4,951
-395
163
$419K 0.17%
4,169
-350
164
$412K 0.17%
9,629
-3,705
165
$410K 0.17%
3,617
-230
166
$407K 0.17%
39,008
+1,200
167
$406K 0.17%
3,024
+331
168
$404K 0.16%
+7,415
169
$402K 0.16%
2,310
-900
170
$401K 0.16%
4,400
171
$399K 0.16%
3,235
-278
172
$399K 0.16%
7,620
-4,157
173
$397K 0.16%
15,740
-2,285
174
$397K 0.16%
4,633
-1,429
175
$396K 0.16%
16,378
+2,775
5 6
7
8 9