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
1526
$14.9K ﹤0.01%
46
1527
$14.8K ﹤0.01%
500
1528
$14.7K ﹤0.01%
400
-133
1529
$14.6K ﹤0.01%
1,200
1530
$14.4K ﹤0.01%
390
+320
1531
$14.4K ﹤0.01%
95
1532
$14.3K ﹤0.01%
+200
1533
$14.2K ﹤0.01%
330
1534
$14.2K ﹤0.01%
255
+50
1535
$14.2K ﹤0.01%
376
-710
1536
$14.1K ﹤0.01%
1,011
+11
1537
$14.1K ﹤0.01%
400
+200
1538
$14K ﹤0.01%
341
-60
1539
$14K ﹤0.01%
2,000
-10,000
1540
$14K ﹤0.01%
733
1541
$13.9K ﹤0.01%
2,000
1542
$13.8K ﹤0.01%
86
+2
1543
$13.8K ﹤0.01%
740
1544
$13.8K ﹤0.01%
400
1545
$13.8K ﹤0.01%
125
1546
$13.8K ﹤0.01%
304
-25
1547
$13.7K ﹤0.01%
300
-200
1548
$13.6K ﹤0.01%
380
+226
1549
$13.5K ﹤0.01%
26
+8
1550
$13.4K ﹤0.01%
1,400
60 61
62
63 64