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
1226
$39.9K ﹤0.01%
235
1227
$39.6K ﹤0.01%
1,500
1228
$39.6K ﹤0.01%
2,600
-4,040
1229
$39.2K ﹤0.01%
4,000
1230
$39.2K ﹤0.01%
600
1231
$39K ﹤0.01%
654
1232
$39K ﹤0.01%
496
1233
$39K ﹤0.01%
+575
1234
$38.8K ﹤0.01%
1,151
+1,007
1235
$38.7K ﹤0.01%
861
1236
$38.7K ﹤0.01%
497
-16
1237
$38.7K ﹤0.01%
2,400
+1,400
1238
$38.7K ﹤0.01%
469
+88
1239
$38.6K ﹤0.01%
1,268
-1,128
1240
$38.5K ﹤0.01%
12,300
1241
$38.5K ﹤0.01%
1,800
1242
$38.3K ﹤0.01%
222
+79
1243
$38.2K ﹤0.01%
1,728
1244
$38.2K ﹤0.01%
1,531
1245
$38.1K ﹤0.01%
123
+1
1246
$38K ﹤0.01%
244
1247
$37.9K ﹤0.01%
1,715
-2,236
1248
$37.8K ﹤0.01%
1,185
-270
1249
$37.7K ﹤0.01%
+2,509
1250
$37.6K ﹤0.01%
564
48 49
50
51 52