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
1301
$33.2K ﹤0.01%
2,000
1302
$33.1K ﹤0.01%
291
+173
1303
$32.9K ﹤0.01%
1,250
+350
1304
$32.9K ﹤0.01%
570
1305
$32.7K ﹤0.01%
1,193
-1,400
1306
$32.7K ﹤0.01%
980
1307
$32.7K ﹤0.01%
600
1308
$32.1K ﹤0.01%
544
-218
1309
$32.1K ﹤0.01%
1,600
1310
$31.9K ﹤0.01%
1,000
1311
$31.8K ﹤0.01%
435
1312
$31.6K ﹤0.01%
350
1313
$31.5K ﹤0.01%
3,934
+1,500
1314
$31.5K ﹤0.01%
780
1315
$31.3K ﹤0.01%
1,894
+200
1316
$31.2K ﹤0.01%
195
+32
1317
$31.2K ﹤0.01%
1,151
1318
$31.1K ﹤0.01%
+990
1319
$31.1K ﹤0.01%
415
-128
1320
$31K ﹤0.01%
300
1321
$31K ﹤0.01%
890
1322
$30.9K ﹤0.01%
267
+14
1323
$30.8K ﹤0.01%
428
+3
1324
$30.7K ﹤0.01%
610
1325
$30.7K ﹤0.01%
+1,335
51 52
53
54 55