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
1476
$18K ﹤0.01%
578
-3,992
1477
$17.9K ﹤0.01%
217
1478
$17.8K ﹤0.01%
343
1479
$17.8K ﹤0.01%
+241
1480
$17.5K ﹤0.01%
36
1481
$17.3K ﹤0.01%
728
+110
1482
$17.3K ﹤0.01%
206
-21
1483
$17.2K ﹤0.01%
774
1484
$17.2K ﹤0.01%
208
1485
$17.1K ﹤0.01%
192
-193
1486
$17K ﹤0.01%
+50
1487
$17K ﹤0.01%
129
-756
1488
$17K ﹤0.01%
287
1489
$16.9K ﹤0.01%
400
1490
$16.9K ﹤0.01%
390
1491
$16.9K ﹤0.01%
+391
1492
$16.8K ﹤0.01%
293
1493
$16.7K ﹤0.01%
120
1494
$16.7K ﹤0.01%
284
1495
$16.6K ﹤0.01%
502
-43
1496
$16.5K ﹤0.01%
266
1497
$16.4K ﹤0.01%
1,152
1498
$16.4K ﹤0.01%
500
1499
$16.4K ﹤0.01%
600
1500
$16.3K ﹤0.01%
142
-154
58 59
60
61 62