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
1001
$67.9K 0.01%
588
+88
1002
$67.9K 0.01%
3,800
-8
1003
$67.9K 0.01%
1,180
+203
1004
$67.8K 0.01%
373
1005
$67.7K 0.01%
1,116
1006
$67.7K 0.01%
2,445
-200
1007
$67.5K 0.01%
2,240
1008
$67.3K 0.01%
2,275
+38
1009
$67.3K 0.01%
2,735
1010
$67K 0.01%
506
+12
1011
$66.8K 0.01%
800
1012
$66.8K 0.01%
1,240
1013
$66.1K 0.01%
2,062
1014
$65.9K 0.01%
3,408
1015
$65.8K 0.01%
+595
1016
$65.6K 0.01%
3,304
+100
1017
$65.4K 0.01%
1,012
+1
1018
$65.2K 0.01%
2,884
-1,000
1019
$65.2K 0.01%
1,094
+800
1020
$64.9K 0.01%
320
-100
1021
$64.8K 0.01%
1,673
1022
$64.8K 0.01%
1,577
1023
$64.7K 0.01%
966
+225
1024
$64.6K 0.01%
2,438
-140
1025
$64.6K 0.01%
120
-11
39 40
41
42 43