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
1326
$30.6K ﹤0.01%
2,564
1327
$30.4K ﹤0.01%
700
1328
$30.4K ﹤0.01%
563
1329
$30.2K ﹤0.01%
342
1330
$30.1K ﹤0.01%
680
1331
$30K ﹤0.01%
134
-9
1332
$29.9K ﹤0.01%
69
+1
1333
$29.9K ﹤0.01%
436
1334
$29.6K ﹤0.01%
1,852
1335
$29.4K ﹤0.01%
1,550
-395
1336
$29.4K ﹤0.01%
129
1337
$29.3K ﹤0.01%
342
+1
1338
$29.3K ﹤0.01%
2,004
1339
$29.2K ﹤0.01%
7,460
1340
$28.9K ﹤0.01%
490
1341
$28.9K ﹤0.01%
+20
1342
$28.8K ﹤0.01%
331
-180
1343
$28.8K ﹤0.01%
975
1344
$28.8K ﹤0.01%
+514
1345
$28.5K ﹤0.01%
334
1346
$28.4K ﹤0.01%
65
+6
1347
$28.4K ﹤0.01%
1,300
1348
$28.2K ﹤0.01%
400
1349
$28.1K ﹤0.01%
246
+25
1350
$28.1K ﹤0.01%
267
52 53
54
55 56