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
501
$314K 0.03%
2,384
-134
502
$309K 0.03%
2,072
+9
503
$309K 0.02%
6,880
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504
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479
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505
$302K 0.02%
42,019
+1,022
506
$302K 0.02%
6,643
-3,742
507
$301K 0.02%
2,245
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508
$301K 0.02%
779
-12
509
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8,241
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510
$296K 0.02%
4,045
+143
511
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6,758
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512
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16,793
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513
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752
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514
$286K 0.02%
6,076
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515
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8,000
516
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7,606
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518
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3,240
519
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7,036
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520
$281K 0.02%
6,059
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521
$280K 0.02%
1,996
522
$276K 0.02%
4,258
-4,227
523
$276K 0.02%
1,641
524
$276K 0.02%
1,015
-144
525
$275K 0.02%
6,062
+52
19 20
21
22 23