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
1276
$35K ﹤0.01%
380
-2
1277
$34.8K ﹤0.01%
473
1278
$34.8K ﹤0.01%
841
-1,100
1279
$34.8K ﹤0.01%
234
+88
1280
$34.7K ﹤0.01%
861
-100
1281
$34.6K ﹤0.01%
1,262
-1,578
1282
$34.6K ﹤0.01%
1,180
1283
$34.5K ﹤0.01%
312
-120
1284
$34.5K ﹤0.01%
+3,620
1285
$34.5K ﹤0.01%
2,600
1286
$34.4K ﹤0.01%
+583
1287
$34.3K ﹤0.01%
800
1288
$34.3K ﹤0.01%
2,485
1289
$34.2K ﹤0.01%
440
-50
1290
$33.9K ﹤0.01%
1,410
+705
1291
$33.9K ﹤0.01%
774
1292
$33.7K ﹤0.01%
+853
1293
$33.7K ﹤0.01%
254
-15
1294
$33.5K ﹤0.01%
1,140
1295
$33.4K ﹤0.01%
+559
1296
$33.4K ﹤0.01%
816
1297
$33.4K ﹤0.01%
249
+235
1298
$33.3K ﹤0.01%
27
+20
1299
$33.3K ﹤0.01%
400
1300
$33.2K ﹤0.01%
24
50 51
52
53 54