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
626
$199K 0.02%
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627
$198K 0.02%
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$197K 0.02%
+10,567
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$197K 0.02%
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$194K 0.02%
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631
$193K 0.02%
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$191K 0.02%
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633
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634
$190K 0.02%
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635
$190K 0.02%
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$189K 0.02%
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$188K 0.02%
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$187K 0.02%
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$185K 0.02%
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$185K 0.01%
1,748
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648
$185K 0.01%
5,340
+1,430
649
$184K 0.01%
6,990
650
$184K 0.01%
4,220
24 25
26
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