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
51
$4.76M 0.38%
252,576
+1,062
52
$4.69M 0.38%
82,785
-95
53
$4.61M 0.37%
42,149
-4,246
54
$4.58M 0.37%
6,870
+54
55
$4.55M 0.37%
108,326
-1,675
56
$4.5M 0.36%
71,189
+24,153
57
$4.45M 0.36%
37,088
-2,609
58
$4.39M 0.35%
61,813
-649
59
$4.31M 0.35%
42,854
-1,686
60
$4.31M 0.35%
47,944
+4,360
61
$4.27M 0.34%
10,278
-48
62
$4.19M 0.34%
86,952
+5,694
63
$4.07M 0.33%
43,905
-284
64
$4.01M 0.32%
87,774
-9,436
65
$3.98M 0.32%
24,441
+403
66
$3.91M 0.32%
462,390
+238
67
$3.86M 0.31%
20,476
+300
68
$3.82M 0.31%
25,749
+1,275
69
$3.81M 0.31%
40,541
-3,771
70
$3.77M 0.3%
50,534
-2,365
71
$3.76M 0.3%
137,450
-572
72
$3.75M 0.3%
25,311
+15,325
73
$3.66M 0.3%
12,277
+121
74
$3.62M 0.29%
49,973
-3,548
75
$3.62M 0.29%
194,680
-10,937
1 2
3
4 5