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
1126
$50.3K ﹤0.01%
1,345
+27
1127
$50.3K ﹤0.01%
3,190
+208
1128
$50.2K ﹤0.01%
920
+738
1129
$50K ﹤0.01%
+1,849
1130
$49.7K ﹤0.01%
+1,900
1131
$49.6K ﹤0.01%
1,260
+68
1132
$49.5K ﹤0.01%
435
+52
1133
$49.2K ﹤0.01%
1,933
1134
$49.2K ﹤0.01%
341
-42
1135
$49.1K ﹤0.01%
363
+1
1136
$49K ﹤0.01%
1,860
1137
$49K ﹤0.01%
1,950
+12
1138
$49K ﹤0.01%
+4,823
1139
$48.9K ﹤0.01%
143
1140
$48.8K ﹤0.01%
+1,945
1141
$48.8K ﹤0.01%
1,926
1142
$48.8K ﹤0.01%
2,254
1143
$48.7K ﹤0.01%
1,052
-2,872
1144
$48.7K ﹤0.01%
+117
1145
– –
0
1146
$48.3K ﹤0.01%
456
1147
$47.9K ﹤0.01%
1,119
1148
$47.9K ﹤0.01%
476
1149
$47.6K ﹤0.01%
+800
1150
$47.5K ﹤0.01%
1,503
-149
44 45
46
47 48