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
26
$7.59M 0.61%
31,437
-1,137
27
$7.59M 0.61%
422,125
-12,248
28
$7.54M 0.61%
114,161
-11,299
29
$7.51M 0.61%
78,929
-704
30
$7.36M 0.59%
47,491
+1,030
31
$7.05M 0.57%
193,145
+9,928
32
$7.04M 0.57%
83,018
+4,195
33
$6.76M 0.55%
132,342
-314
34
$6.64M 0.54%
13,218
-373
35
$6.5M 0.53%
254,028
+4,448
36
$6.42M 0.52%
218,330
-10,890
37
$6.14M 0.5%
118,181
+3,605
38
$5.89M 0.48%
88,570
-2,130
39
$5.57M 0.45%
32,035
+1,986
40
$5.56M 0.45%
34,012
-215
41
$5.55M 0.45%
26,869
-1,184
42
$5.46M 0.44%
168,570
-10,000
43
$5.15M 0.42%
166,198
-731
44
$5.13M 0.41%
29,516
-35
45
$5.09M 0.41%
43,489
+474
46
$5.08M 0.41%
36,121
+2,534
47
$5.04M 0.41%
39,007
-8,168
48
$5M 0.4%
34,540
-700
49
$4.99M 0.4%
78,805
+1,929
50
$4.8M 0.39%
92,055
-852
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