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
1076
$56.9K ﹤0.01%
600
1077
$56.7K ﹤0.01%
1,120
1078
$56.3K ﹤0.01%
1,182
1079
$56.2K ﹤0.01%
414
+184
1080
$56.1K ﹤0.01%
7,981
-3,110
1081
$56.1K ﹤0.01%
998
+48
1082
$56.1K ﹤0.01%
694
+58
1083
$55.9K ﹤0.01%
+1,500
1084
$55.9K ﹤0.01%
2,071
+16
1085
$55.8K ﹤0.01%
1,917
1086
$55.8K ﹤0.01%
2,200
1087
$55.3K ﹤0.01%
516
+20
1088
$55.2K ﹤0.01%
451
1089
$54.9K ﹤0.01%
500
1090
$54.7K ﹤0.01%
404
1091
$54.5K ﹤0.01%
+366
1092
$54.3K ﹤0.01%
+688
1093
$54.3K ﹤0.01%
180
1094
$53.6K ﹤0.01%
2,000
1095
$53.5K ﹤0.01%
576
1096
$53.5K ﹤0.01%
332
+25
1097
$53.4K ﹤0.01%
1,164
+756
1098
$53.2K ﹤0.01%
1,636
-487
1099
$53K ﹤0.01%
226
-40
1100
$52.7K ﹤0.01%
1,608
42 43
44
45 46