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
1451
$19.8K ﹤0.01%
247
1452
$19.7K ﹤0.01%
1,048
-1,425
1453
$19.6K ﹤0.01%
600
1454
$19.5K ﹤0.01%
400
1455
$19.5K ﹤0.01%
540
1456
$19.5K ﹤0.01%
536
-359
1457
$19.4K ﹤0.01%
2,032
-4,228
1458
$19.4K ﹤0.01%
2,000
1459
$19.3K ﹤0.01%
1,600
1460
$19.2K ﹤0.01%
550
1461
$19.2K ﹤0.01%
2,400
-500
1462
$19.1K ﹤0.01%
165
1463
$19.1K ﹤0.01%
958
+22
1464
$19.1K ﹤0.01%
640
-132
1465
$19K ﹤0.01%
1,000
1466
$18.9K ﹤0.01%
645
-1,842
1467
$18.8K ﹤0.01%
31
-13
1468
$18.8K ﹤0.01%
391
-92
1469
$18.7K ﹤0.01%
165
-59
1470
$18.5K ﹤0.01%
1,260
1471
$18.5K ﹤0.01%
1,900
1472
$18.4K ﹤0.01%
+750
1473
$18.4K ﹤0.01%
300
1474
$18.1K ﹤0.01%
718
+15
1475
$18K ﹤0.01%
524
+33
57 58
59
60 61