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
1551
$13.4K ﹤0.01%
574
1552
$13.3K ﹤0.01%
200
1553
$13.2K ﹤0.01%
76
1554
$13.2K ﹤0.01%
30
-100
1555
$13.2K ﹤0.01%
1,200
1556
$13.1K ﹤0.01%
1,118
1557
$13.1K ﹤0.01%
248
+208
1558
$12.9K ﹤0.01%
464
+2
1559
$12.8K ﹤0.01%
300
1560
$12.7K ﹤0.01%
1,278
1561
$12.7K ﹤0.01%
504
1562
$12.7K ﹤0.01%
58
1563
$12.7K ﹤0.01%
210
-138
1564
$12.7K ﹤0.01%
+500
1565
$12.6K ﹤0.01%
136
1566
$12.6K ﹤0.01%
1,100
1567
$12.6K ﹤0.01%
645
1568
$12.5K ﹤0.01%
150
-28
1569
$12.4K ﹤0.01%
180
+92
1570
$12.4K ﹤0.01%
600
1571
$12.3K ﹤0.01%
373
1572
$12.3K ﹤0.01%
3,310
+2,640
1573
$12.3K ﹤0.01%
505
1574
$12.3K ﹤0.01%
+206
1575
$12.2K ﹤0.01%
1,642
+26
61 62
63
64 65