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
826
$108K 0.01%
1,620
-9
827
$107K 0.01%
7,945
828
$107K 0.01%
1,780
+615
829
$107K 0.01%
4,928
+925
830
$107K 0.01%
1,820
831
$107K 0.01%
290
+4
832
$107K 0.01%
3,428
+10
833
$107K 0.01%
2,079
834
$107K 0.01%
1,743
-752
835
$107K 0.01%
2,067
836
$107K 0.01%
5,990
-4,511
837
$106K 0.01%
1,795
838
$106K 0.01%
6,688
839
$106K 0.01%
4,274
-4,315
840
$105K 0.01%
1,168
-5,479
841
$105K 0.01%
1,538
-5
842
$104K 0.01%
669
+2
843
$104K 0.01%
383
+1
844
$104K 0.01%
2,068
-800
845
$103K 0.01%
1,110
+1
846
$102K 0.01%
6,946
847
$102K 0.01%
2,797
+63
848
$102K 0.01%
1,426
-227
849
$102K 0.01%
2,452
850
$102K 0.01%
437
+20
32 33
34
35 36