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
951
$76K 0.01%
2,536
+152
952
$75.7K 0.01%
456
+43
953
$75.6K 0.01%
1,918
954
$75.3K 0.01%
700
+1
955
$75.3K 0.01%
260
+50
956
$75.1K 0.01%
2,292
-22,864
957
$74.9K 0.01%
5,204
+19
958
$74.9K 0.01%
2,454
959
$74.9K 0.01%
535
+413
960
$74.9K 0.01%
+2,869
961
$74.8K 0.01%
717
962
$74K 0.01%
851
+1
963
$74K 0.01%
2,100
964
$73.9K 0.01%
2,612
+15
965
$73.9K 0.01%
+2,661
966
$73.8K 0.01%
2,435
-185
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$73.5K 0.01%
417
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968
$73.3K 0.01%
850
969
$73.3K 0.01%
1,932
970
$73.1K 0.01%
3,571
971
$72.8K 0.01%
1,690
+905
972
$72.5K 0.01%
1,127
+382
973
$72.5K 0.01%
+2,902
974
$72.4K 0.01%
6,865
-2,663
975
$72.4K 0.01%
760
+60
37 38
39
40 41