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
776
$124K 0.01%
1,690
777
$124K 0.01%
1,789
778
$123K 0.01%
+3,891
779
$123K 0.01%
12,153
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780
$122K 0.01%
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781
$122K 0.01%
1,812
+7
782
$122K 0.01%
8,305
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783
$122K 0.01%
589
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784
$121K 0.01%
1,034
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785
$121K 0.01%
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786
$120K 0.01%
1,661
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787
$120K 0.01%
768
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789
$120K 0.01%
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790
$118K 0.01%
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$118K 0.01%
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$118K 0.01%
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$117K 0.01%
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$117K 0.01%
5,333
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$117K 0.01%
1,649
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798
$117K 0.01%
3,153
-625
799
$117K 0.01%
1,204
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800
$117K 0.01%
1,640
30 31
32
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