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
101
$2.7M 0.22%
44,131
-10,119
102
$2.67M 0.22%
39,425
+11,699
103
$2.6M 0.21%
39,155
-1,538
104
$2.57M 0.21%
15,376
105
$2.57M 0.21%
7,140
-2,745
106
$2.55M 0.21%
10,051
-1,712
107
$2.53M 0.2%
6,319
-59
108
$2.52M 0.2%
25,669
-466
109
$2.49M 0.2%
15,012
-2,667
110
$2.47M 0.2%
97,224
-5,138
111
$2.47M 0.2%
28,368
+1,636
112
$2.44M 0.2%
11,239
-3,411
113
$2.42M 0.2%
38,791
+4,194
114
$2.42M 0.2%
28,085
-24
115
$2.39M 0.19%
13,960
-1,562
116
$2.37M 0.19%
20,673
+595
117
$2.33M 0.19%
21,567
+888
118
$2.32M 0.19%
47,089
+29,858
119
$2.31M 0.19%
51,944
-1,671
120
$2.23M 0.18%
6,620
-4,646
121
$2.21M 0.18%
38,050
-470
122
$2.2M 0.18%
3,881
-285
123
$2.2M 0.18%
12,186
+834
124
$2.2M 0.18%
37,091
+589
125
$2.19M 0.18%
211,386
+18,533
3 4
5
6 7