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
1201
$41.9K ﹤0.01%
425
-80
1202
$41.8K ﹤0.01%
+1,200
1203
$41.8K ﹤0.01%
1,306
-1,674
1204
$41.6K ﹤0.01%
908
+471
1205
$41.6K ﹤0.01%
+1,589
1206
$41.4K ﹤0.01%
1,610
1207
$41.4K ﹤0.01%
+483
1208
$41.2K ﹤0.01%
+657
1209
$41.1K ﹤0.01%
2,502
-7,458
1210
$41K ﹤0.01%
1,679
+25
1211
$41K ﹤0.01%
600
+300
1212
$41K ﹤0.01%
+2,484
1213
$41K ﹤0.01%
253
+62
1214
$40.9K ﹤0.01%
83
-64
1215
$40.9K ﹤0.01%
524
-12
1216
$40.7K ﹤0.01%
557
+31
1217
$40.5K ﹤0.01%
1,200
+200
1218
$40.3K ﹤0.01%
2,078
1219
$40.3K ﹤0.01%
2,064
1220
$40.3K ﹤0.01%
180
-40
1221
$40.1K ﹤0.01%
1,244
+25
1222
$40.1K ﹤0.01%
5,785
1223
$40.1K ﹤0.01%
+280
1224
$40K ﹤0.01%
561
1225
$39.9K ﹤0.01%
2,329
+21
47 48
49
50 51