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
451
$390K 0.03%
4,801
+282
452
$388K 0.03%
14,950
453
$386K 0.03%
5,709
-350
454
$384K 0.03%
10,525
-1,550
455
$384K 0.03%
8,969
+1,728
456
$383K 0.03%
4,791
+3,595
457
$383K 0.03%
7,019
+153
458
$383K 0.03%
9,007
+210
459
$381K 0.03%
159
+14
460
$380K 0.03%
9,538
+504
461
$379K 0.03%
8,276
-1,133
462
$379K 0.03%
920
-10
463
$379K 0.03%
1,492
-924
464
$378K 0.03%
11,450
+500
465
$378K 0.03%
1,734
-58
466
$378K 0.03%
7,891
+178
467
$374K 0.03%
13,658
468
$373K 0.03%
2,219
+181
469
$372K 0.03%
4,588
+103
470
$371K 0.03%
4,351
-195
471
$370K 0.03%
26,122
+7,118
472
$369K 0.03%
14,037
+1,303
473
$367K 0.03%
14,329
+1,185
474
$366K 0.03%
17,650
+299
475
$364K 0.03%
577
17 18
19
20 21