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
1026
$64.5K 0.01%
386
-5
1027
$64.4K 0.01%
1,363
1028
$64K 0.01%
568
+57
1029
$63.9K 0.01%
416
1030
$63.8K 0.01%
454
+421
1031
$63.6K 0.01%
618
1032
$63.4K 0.01%
691
-45
1033
$63.2K 0.01%
361
1034
$62.9K 0.01%
+1,258
1035
$62.7K 0.01%
1,560
-300
1036
$62.7K 0.01%
1,507
-10
1037
$62.7K 0.01%
809
1038
$62.4K 0.01%
1,348
+9
1039
$62.4K 0.01%
+1,869
1040
$62.4K 0.01%
2,480
1041
$62.2K 0.01%
2,044
-24
1042
$62K 0.01%
609
+19
1043
$61.5K 0.01%
2,317
+14
1044
$61.5K 0.01%
2,000
1045
$61.4K 0.01%
1,449
+48
1046
$61.1K ﹤0.01%
440
1047
$61K ﹤0.01%
188
+6
1048
$60.9K ﹤0.01%
+1,215
1049
$60.8K ﹤0.01%
1,400
1050
$60.6K ﹤0.01%
2,507
+7
40 41
42
43 44