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
$1.24B
AUM Growth
+$87.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,305
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$2.98M
3
+$2.71M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.38M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.27M

Top Sells

1
+$16.3M
2
+$3.6M
3
+$2.65M
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.98M
5
FTF
Franklin Limited Duration Income Trust
FTF
+$1.83M

Sector Composition

1 Technology 11.8%
2 Healthcare 5.55%
3 Industrials 5.29%
4 Consumer Discretionary 5.13%
5 Consumer Staples 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$723K 0.06%
8,475
+1,001
327
$723K 0.06%
32,567
+2,369
328
$720K 0.06%
6,672
+6,160
329
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27,776
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330
$719K 0.06%
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331
$716K 0.06%
3,165
-138
332
$715K 0.06%
18,581
+4,792
333
$712K 0.06%
3,033
+72
334
$708K 0.06%
16,500
+339
335
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26,328
+10,753
336
$700K 0.06%
22,689
337
$697K 0.06%
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338
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7,358
339
$695K 0.06%
17,696
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340
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343
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3,276
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344
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2,039
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345
$674K 0.05%
5,907
-5,565
346
$662K 0.05%
14,340
+7,740
347
$662K 0.05%
2,705
348
$660K 0.05%
8,951
-1,340
349
$659K 0.05%
13,100
350
$659K 0.05%
8,773
-150
12 13
14
15 16