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
1151
$47.5K ﹤0.01%
377
+15
1152
$47.4K ﹤0.01%
1,660
1153
$47.4K ﹤0.01%
521
1154
$47.2K ﹤0.01%
1,248
-47
1155
$47.1K ﹤0.01%
670
+320
1156
$46.9K ﹤0.01%
992
-10
1157
$46.8K ﹤0.01%
176
+128
1158
$46.7K ﹤0.01%
+600
1159
$46.6K ﹤0.01%
282
1160
$46.5K ﹤0.01%
225
-34
1161
$46.2K ﹤0.01%
181
-15
1162
$46.2K ﹤0.01%
2,400
-200
1163
$46.1K ﹤0.01%
4,325
+2,040
1164
$46.1K ﹤0.01%
1,800
1165
$45.9K ﹤0.01%
1,600
1166
$45.8K ﹤0.01%
1,000
1167
$45.7K ﹤0.01%
+748
1168
$45.5K ﹤0.01%
1,300
1169
$45.4K ﹤0.01%
951
-150
1170
$45.3K ﹤0.01%
200
1171
$45.3K ﹤0.01%
740
-64
1172
$45K ﹤0.01%
2,504
+245
1173
$44.9K ﹤0.01%
385
+12
1174
$44.9K ﹤0.01%
430
1175
$44.8K ﹤0.01%
470
+1
45 46
47
48 49