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
901
$90.4K 0.01%
6,732
+1,993
902
$90.3K 0.01%
1,280
903
$89.8K 0.01%
3,802
+451
904
$89.2K 0.01%
429
-348
905
$89.1K 0.01%
1,105
+58
906
$88.8K 0.01%
743
-234
907
$88.8K 0.01%
848
+24
908
$88.8K 0.01%
2,864
-7,049
909
$88.5K 0.01%
1,410
910
$88.3K 0.01%
2,000
911
$88.3K 0.01%
3,499
+55
912
$87.8K 0.01%
6,959
-50
913
$87.2K 0.01%
405
+78
914
$87.2K 0.01%
1,783
+134
915
$86.6K 0.01%
743
-144
916
$86.6K 0.01%
1,882
+1,473
917
$86.1K 0.01%
1,942
+1,481
918
$85.8K 0.01%
3,530
919
$85.8K 0.01%
+1,383
920
$85.4K 0.01%
967
+852
921
$85.3K 0.01%
3,500
922
$84.8K 0.01%
1,034
+29
923
$84.3K 0.01%
489
-8
924
$84.2K 0.01%
769
+476
925
$84.1K 0.01%
1,101
+7
35 36
37
38 39