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
876
$96.1K 0.01%
2,939
+6
877
$95.6K 0.01%
1,806
878
$95.5K 0.01%
3,350
-200
879
$94.6K 0.01%
2,215
+350
880
$94.5K 0.01%
860
+124
881
$94.4K 0.01%
2,474
-190
882
$94.3K 0.01%
256
+12
883
$94.2K 0.01%
2,992
+71
884
$93.8K 0.01%
1,100
885
$93.8K 0.01%
578
+392
886
$93.5K 0.01%
871
-222
887
$93.5K 0.01%
+644
888
$93.4K 0.01%
620
889
$93.1K 0.01%
1,315
+615
890
$93K 0.01%
1,818
891
$92.8K 0.01%
8,540
892
$92.6K 0.01%
330
893
$92.5K 0.01%
2,902
+560
894
$92.1K 0.01%
2,200
895
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1,200
+99
896
$91.7K 0.01%
2,320
+645
897
$91.6K 0.01%
888
+25
898
$91.4K 0.01%
1,984
899
$91K 0.01%
1,756
-13,462
900
$90.8K 0.01%
2,004
34 35
36
37 38