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
76
$3.56M 0.29%
141,975
+52,350
77
$3.55M 0.29%
43,965
+1,194
78
$3.53M 0.29%
43,332
+681
79
$3.52M 0.28%
142,606
-8,611
80
$3.47M 0.28%
70,060
-232
81
$3.46M 0.28%
58,568
+3,911
82
$3.44M 0.28%
16,809
+4,441
83
$3.43M 0.28%
23,740
-180
84
$3.42M 0.28%
29,173
+2,127
85
$3.34M 0.27%
5,886
-315
86
$3.17M 0.26%
162,864
+12,836
87
$3.15M 0.25%
9,198
-516
88
$3.13M 0.25%
1,495
-6
89
$3.12M 0.25%
22,137
-1,122
90
$3.06M 0.25%
59,422
-2,311
91
$3.06M 0.25%
16,712
+3,274
92
$2.8M 0.23%
55,364
+8,493
93
$2.79M 0.23%
24,350
-1,904
94
$2.78M 0.22%
10,298
-834
95
$2.77M 0.22%
17,865
-1,799
96
$2.74M 0.22%
57,857
+3,025
97
$2.74M 0.22%
10,739
-552
98
$2.73M 0.22%
31,907
-9,170
99
$2.73M 0.22%
111,780
+16,452
100
$2.71M 0.22%
1,449,321
+137,000
2 3
4
5 6