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
1351
$28K ﹤0.01%
453
1352
$27.8K ﹤0.01%
1,182
+117
1353
$27.7K ﹤0.01%
1,427
+6
1354
$27.7K ﹤0.01%
+448
1355
$27.6K ﹤0.01%
424
-82
1356
$27.6K ﹤0.01%
3,750
+1,250
1357
$27.4K ﹤0.01%
101
-1
1358
$27.2K ﹤0.01%
511
-1,431
1359
$27.1K ﹤0.01%
+370
1360
$26.9K ﹤0.01%
265
-49
1361
$26.9K ﹤0.01%
155
+5
1362
$26.9K ﹤0.01%
+1,000
1363
$26.8K ﹤0.01%
1,174
-400
1364
$26.8K ﹤0.01%
372
1365
$26.7K ﹤0.01%
1,977
-535
1366
$26.7K ﹤0.01%
313
+4
1367
$26.7K ﹤0.01%
871
1368
$26.6K ﹤0.01%
402
+5
1369
$26.5K ﹤0.01%
630
-770
1370
$26.4K ﹤0.01%
1,401
1371
$26.3K ﹤0.01%
445
+175
1372
$25.9K ﹤0.01%
1,000
1373
$25.9K ﹤0.01%
859
+18
1374
$25.5K ﹤0.01%
1,800
+200
1375
$25.4K ﹤0.01%
1,644
+31
53 54
55
56 57