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
1501
$16.3K ﹤0.01%
334
1502
$16.1K ﹤0.01%
306
-14,715
1503
$16.1K ﹤0.01%
1,000
1504
$16K ﹤0.01%
680
1505
$16K ﹤0.01%
+425
1506
$15.8K ﹤0.01%
741
1507
$15.7K ﹤0.01%
1,000
1508
$15.6K ﹤0.01%
453
1509
$15.6K ﹤0.01%
+500
1510
$15.5K ﹤0.01%
1,116
-164
1511
$15.4K ﹤0.01%
350
-4,173
1512
$15.4K ﹤0.01%
136
1513
$15.3K ﹤0.01%
407
1514
$15.3K ﹤0.01%
107
-2
1515
$15.3K ﹤0.01%
300
+100
1516
$15.3K ﹤0.01%
2,500
1517
$15.2K ﹤0.01%
2,090
1518
$15.2K ﹤0.01%
380
1519
$15.1K ﹤0.01%
4,000
-671
1520
$15.1K ﹤0.01%
172
-84
1521
$15K ﹤0.01%
814
+5
1522
$15K ﹤0.01%
334
+290
1523
$15K ﹤0.01%
1,101
+327
1524
$14.9K ﹤0.01%
360
1525
$14.9K ﹤0.01%
202
59 60
61
62 63