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
1426
$21.4K ﹤0.01%
854
1427
$21.2K ﹤0.01%
400
1428
$21K ﹤0.01%
300
1429
$20.9K ﹤0.01%
127
1430
$20.8K ﹤0.01%
5,480
1431
$20.8K ﹤0.01%
800
1432
$20.8K ﹤0.01%
215
1433
$20.8K ﹤0.01%
114
-4
1434
$20.7K ﹤0.01%
268
1435
$20.6K ﹤0.01%
800
1436
$20.6K ﹤0.01%
984
-1,871
1437
$20.6K ﹤0.01%
2,200
1438
$20.6K ﹤0.01%
344
+52
1439
$20.5K ﹤0.01%
122
+39
1440
$20.5K ﹤0.01%
722
+6
1441
$20.4K ﹤0.01%
312
+86
1442
$20.4K ﹤0.01%
399
-216
1443
$20.3K ﹤0.01%
585
-71
1444
$20.1K ﹤0.01%
750
1445
$20.1K ﹤0.01%
+298
1446
$20K ﹤0.01%
+774
1447
$19.9K ﹤0.01%
620
-2,000
1448
$19.9K ﹤0.01%
1,117
+685
1449
$19.9K ﹤0.01%
300
1450
$19.8K ﹤0.01%
2,000
56 57
58
59 60