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
1101
$52.6K ﹤0.01%
940
1102
$52.3K ﹤0.01%
1,842
-70
1103
$52.2K ﹤0.01%
2,312
1104
$52K ﹤0.01%
1,311
+227
1105
$51.9K ﹤0.01%
663
+98
1106
$51.9K ﹤0.01%
1,602
1107
$51.7K ﹤0.01%
+2,426
1108
$51.7K ﹤0.01%
1,160
+450
1109
$51.7K ﹤0.01%
2,000
1110
$51.7K ﹤0.01%
2,020
-241
1111
$51.6K ﹤0.01%
225
1112
$51.6K ﹤0.01%
+171
1113
$51.3K ﹤0.01%
841
-26
1114
$51.3K ﹤0.01%
536
+358
1115
$51.2K ﹤0.01%
2,212
+49
1116
$51.1K ﹤0.01%
1,604
1117
$51K ﹤0.01%
1,000
1118
$51K ﹤0.01%
2,331
1119
$50.9K ﹤0.01%
2,072
+19
1120
$50.8K ﹤0.01%
391
-324
1121
$50.8K ﹤0.01%
464
+16
1122
$50.7K ﹤0.01%
1,470
1123
$50.7K ﹤0.01%
2,020
1124
$50.5K ﹤0.01%
+4,600
1125
$50.4K ﹤0.01%
1,865
-4,358
43 44
45
46 47