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
176
$391K 0.16%
4,981
-1,099
177
$386K 0.16%
4,732
-1,691
178
$379K 0.15%
+8,147
179
$373K 0.15%
20,565
-4,029
180
$372K 0.15%
1,977
-198
181
$369K 0.15%
7,620
-676
182
$361K 0.15%
8,484
-7,419
183
$356K 0.14%
19,174
-2,500
184
$355K 0.14%
2,145
-623
185
$350K 0.14%
6,806
-12,115
186
$347K 0.14%
5,488
-891
187
$340K 0.14%
22,770
-2,505
188
$336K 0.14%
11,342
+2,816
189
$330K 0.13%
1,890
-169
190
$329K 0.13%
1,240
-5
191
$325K 0.13%
4,167
+2
192
$324K 0.13%
2,147
-763
193
$323K 0.13%
2,801
-4,702
194
$321K 0.13%
3,835
-12,342
195
$319K 0.13%
3,551
-2,997
196
$317K 0.13%
6,467
-186
197
$314K 0.13%
24,710
198
$308K 0.13%
4,612
-1,156
199
$301K 0.12%
1,834
-364
200
$296K 0.12%
11,890
-150
6 7
8
9 10