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
801
$117K 0.01%
2,686
+1,146
802
$116K 0.01%
1,657
-33
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$116K 0.01%
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804
$116K 0.01%
1,128
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805
$116K 0.01%
2,349
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806
$115K 0.01%
1,943
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807
$113K 0.01%
1,123
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808
$113K 0.01%
3,209
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809
$112K 0.01%
1,988
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810
$112K 0.01%
463
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811
$112K 0.01%
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812
$112K 0.01%
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813
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$111K 0.01%
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815
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231
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5,232
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820
$109K 0.01%
1,901
821
$108K 0.01%
165
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$108K 0.01%
1,723
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$108K 0.01%
2,684
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$108K 0.01%
17,170
+9,882
825
$108K 0.01%
3,230
31 32
33
34 35