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
676
$168K 0.01%
4,655
-76
677
$168K 0.01%
5,512
678
$167K 0.01%
1,150
-42
679
$167K 0.01%
483
+83
680
$167K 0.01%
3,080
-346
681
$167K 0.01%
2,964
+364
682
$167K 0.01%
1,587
+1
683
$167K 0.01%
1,527
+383
684
$166K 0.01%
652
+4
685
$166K 0.01%
768
+1
686
$166K 0.01%
2,499
-1,423
687
$166K 0.01%
3,374
+74
688
$165K 0.01%
433
-39
689
$163K 0.01%
1,989
+488
690
$163K 0.01%
1,586
691
$162K 0.01%
1,595
-361
692
$162K 0.01%
2,170
693
$161K 0.01%
4,480
-885
694
$161K 0.01%
26,000
+100
695
$160K 0.01%
783
+552
696
$160K 0.01%
1,834
697
$160K 0.01%
1,213
+60
698
$158K 0.01%
4,958
+2,918
699
$157K 0.01%
5,079
-436
700
$157K 0.01%
3,013
+1,796
26 27
28
29 30