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
551
$254K 0.02%
4,474
+1,252
552
$253K 0.02%
5,056
-97
553
$252K 0.02%
5,512
-1,520
554
$250K 0.02%
2,222
+313
555
$250K 0.02%
5,235
-170
556
$249K 0.02%
5,728
+4
557
$247K 0.02%
938
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558
$247K 0.02%
+4,070
559
$246K 0.02%
2,318
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560
$245K 0.02%
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561
$244K 0.02%
1,070
-270
562
$243K 0.02%
961
563
$242K 0.02%
17,245
+9,784
564
$241K 0.02%
5,952
565
$241K 0.02%
2,694
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566
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567
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$239K 0.02%
10,962
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569
$239K 0.02%
8,123
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570
$238K 0.02%
5,450
-4,095
571
$238K 0.02%
631
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572
$236K 0.02%
2,706
-80
573
$236K 0.02%
1,680
-97
574
$235K 0.02%
27,892
+440
575
$234K 0.02%
7,922
+322
21 22
23
24 25