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
1051
$60.6K ﹤0.01%
491
+329
1052
$60.5K ﹤0.01%
1,861
1053
$60.1K ﹤0.01%
4,187
1054
$59.8K ﹤0.01%
500
-260
1055
$59.8K ﹤0.01%
2,574
1056
$59.3K ﹤0.01%
1,296
1057
$59.1K ﹤0.01%
168
-38
1058
$59.1K ﹤0.01%
459
+157
1059
$59K ﹤0.01%
975
+420
1060
$58.8K ﹤0.01%
5,830
1061
$58.6K ﹤0.01%
89
-6
1062
$58.6K ﹤0.01%
+241
1063
$58.5K ﹤0.01%
141
-14
1064
$58.5K ﹤0.01%
2,000
+1,000
1065
$58.2K ﹤0.01%
480
1066
$58K ﹤0.01%
1,590
1067
$57.9K ﹤0.01%
1,505
+200
1068
$57.6K ﹤0.01%
3,267
-1,684
1069
$57.5K ﹤0.01%
+339
1070
$57.4K ﹤0.01%
2,035
-750
1071
$57.4K ﹤0.01%
2,157
+26
1072
$57.4K ﹤0.01%
6,975
-5,071
1073
$57.4K ﹤0.01%
88
+4
1074
$57.1K ﹤0.01%
490
1075
$57K ﹤0.01%
2,082
-28,184
41 42
43
44 45