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
851
$102K 0.01%
12,091
852
$101K 0.01%
854
853
$101K 0.01%
4,150
854
$101K 0.01%
7,750
+400
855
$101K 0.01%
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856
$101K 0.01%
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857
$101K 0.01%
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858
$101K 0.01%
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-38
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$100K 0.01%
178
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860
$100K 0.01%
907
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861
$99.8K 0.01%
2,884
862
$99.7K 0.01%
2,150
863
$99.6K 0.01%
3,940
+285
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$99.5K 0.01%
3,818
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865
$98.8K 0.01%
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866
$98.4K 0.01%
521
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869
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$97.7K 0.01%
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871
$97.5K 0.01%
6,576
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$97.4K 0.01%
1,512
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873
$97K 0.01%
1,633
-160
874
$96.9K 0.01%
640
875
$96.2K 0.01%
437
+80
33 34
35
36 37