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
1251
$37.6K ﹤0.01%
553
-188
1252
$37.6K ﹤0.01%
743
-97
1253
$37.4K ﹤0.01%
56
+5
1254
$37.4K ﹤0.01%
91
+6
1255
$37.4K ﹤0.01%
3,408
-1,200
1256
$37.3K ﹤0.01%
220
1257
$37.1K ﹤0.01%
2,040
+40
1258
$37.1K ﹤0.01%
97
+66
1259
$36.8K ﹤0.01%
815
+275
1260
$36.7K ﹤0.01%
9,741
+9,154
1261
$36.7K ﹤0.01%
+707
1262
$36.6K ﹤0.01%
+247
1263
$36.5K ﹤0.01%
4,000
-250
1264
$36.3K ﹤0.01%
+190
1265
$36.2K ﹤0.01%
3,725
1266
$36.1K ﹤0.01%
+689
1267
$36K ﹤0.01%
+544
1268
$35.9K ﹤0.01%
1,700
1269
$35.7K ﹤0.01%
325
1270
$35.5K ﹤0.01%
800
1271
$35.5K ﹤0.01%
+715
1272
$35.3K ﹤0.01%
4,407
1273
$35.2K ﹤0.01%
470
+123
1274
$35.1K ﹤0.01%
757
+55
1275
$35K ﹤0.01%
800
49 50
51
52 53