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
1576
$12.2K ﹤0.01%
150
1577
$12.1K ﹤0.01%
45
-62
1578
$12K ﹤0.01%
1,800
1579
$12K ﹤0.01%
337
1580
$12K ﹤0.01%
400
1581
$11.9K ﹤0.01%
177
-198
1582
$11.9K ﹤0.01%
+400
1583
$11.9K ﹤0.01%
405
+5
1584
$11.9K ﹤0.01%
348
+148
1585
$11.8K ﹤0.01%
398
1586
$11.8K ﹤0.01%
24
-26
1587
$11.8K ﹤0.01%
667
1588
$11.8K ﹤0.01%
400
1589
$11.8K ﹤0.01%
500
1590
$11.7K ﹤0.01%
933
1591
$11.7K ﹤0.01%
180
1592
$11.7K ﹤0.01%
102
+26
1593
$11.7K ﹤0.01%
730
-3,093
1594
$11.6K ﹤0.01%
251
-1,800
1595
$11.6K ﹤0.01%
360
1596
$11.5K ﹤0.01%
189
1597
$11.4K ﹤0.01%
+397
1598
$11.4K ﹤0.01%
+285
1599
$11.4K ﹤0.01%
312
1600
$11.3K ﹤0.01%
398
62 63
64
65 66