Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.55B
1-Year Est. Return 18.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.25%
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 Financials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$363K 0.03%
5,940
-1,710
477
$357K 0.03%
9,496
+2,881
478
$355K 0.03%
7,838
+6,037
479
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480
$349K 0.03%
4,812
-74
481
$349K 0.03%
10,726
+180
482
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14,886
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483
$346K 0.03%
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+90
484
$342K 0.03%
1,134
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485
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6,906
+1,465
486
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487
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23,300
488
$340K 0.03%
5,555
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489
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495
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2,804
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496
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6,298
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497
$317K 0.03%
6,562
498
$316K 0.03%
4,417
-112
499
$315K 0.03%
3,073
-285
500
$315K 0.03%
3,669
+6
18 19
20
21 22