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
926
$84K 0.01%
1,764
927
$83.3K 0.01%
838
928
$83.2K 0.01%
265
-28
929
$83.2K 0.01%
1,760
930
$83K 0.01%
3,931
-1
931
$81K 0.01%
600
+200
932
$80.8K 0.01%
1,802
+8
933
$79.8K 0.01%
2,632
934
$79.6K 0.01%
1,800
+1,000
935
$79.5K 0.01%
1,034
+146
936
$79.5K 0.01%
+1,545
937
$79.2K 0.01%
1,021
+37
938
$78.4K 0.01%
3,449
+47
939
$78.2K 0.01%
768
+3
940
$77.9K 0.01%
986
-86
941
$77.5K 0.01%
577
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942
$77.3K 0.01%
1,583
+1
943
$77.2K 0.01%
800
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944
$77.2K 0.01%
10,011
945
$76.9K 0.01%
3,075
+35
946
$76.9K 0.01%
3,200
+17
947
$76.8K 0.01%
442
+76
948
$76.2K 0.01%
1,472
+524
949
$76.2K 0.01%
2,956
+1,094
950
$76K 0.01%
1,282
+42
36 37
38
39 40