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
126
$2.18M 0.18%
23,372
+284
127
$2.15M 0.17%
6,042
+592
128
$2.14M 0.17%
51,396
-159
129
$2.14M 0.17%
7,985
+64
130
$2.14M 0.17%
51,535
+3,767
131
$2.13M 0.17%
92,519
+18,621
132
$2.1M 0.17%
6,026
-70
133
$2.06M 0.17%
31,953
-219
134
$2.06M 0.17%
47,778
-638
135
$2.05M 0.17%
37,080
-1,705
136
$2.04M 0.17%
69,011
-4,279
137
$2.01M 0.16%
7,966
+170
138
$1.97M 0.16%
6,141
-108
139
$1.97M 0.16%
9,807
-1,517
140
$1.97M 0.16%
8,017
+33
141
$1.97M 0.16%
48,787
-2,732
142
$1.95M 0.16%
26,973
-226
143
$1.94M 0.16%
22,971
-136
144
$1.94M 0.16%
39,091
+2,026
145
$1.91M 0.15%
+70,081
146
$1.83M 0.15%
16,048
-1,948
147
$1.83M 0.15%
16,846
-7,675
148
$1.83M 0.15%
30,510
-10,731
149
$1.81M 0.15%
7,010
-583
150
$1.78M 0.14%
2,961
+63
4 5
6
7 8