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
201
$294K 0.12%
27,700
-1,000
202
$293K 0.12%
6,939
-1,620
203
$293K 0.12%
7,297
-1,635
204
$288K 0.12%
2,175
-609
205
$287K 0.12%
3,315
-201
206
$287K 0.12%
7,999
-2,377
207
$286K 0.12%
5,623
-364
208
$282K 0.11%
8,240
-2,103
209
$281K 0.11%
7,346
+46
210
$278K 0.11%
14,820
+2,548
211
$278K 0.11%
2,413
+134
212
$275K 0.11%
10,671
-9,132
213
$274K 0.11%
26,819
+500
214
$270K 0.11%
7,481
-987
215
$270K 0.11%
1,598
-411
216
$267K 0.11%
2,860
-210
217
$266K 0.11%
2,388
-1,744
218
$266K 0.11%
13,130
219
$265K 0.11%
9,426
+1,780
220
$265K 0.11%
+8,457
221
$263K 0.11%
5,077
+490
222
$262K 0.11%
6,839
-2,112
223
$262K 0.11%
16,043
-2,875
224
$260K 0.11%
1,512
-94
225
$260K 0.11%
+7,954
7 8
9
10 11