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
1601
$11.3K ﹤0.01%
750
1602
$11.3K ﹤0.01%
374
+2
1603
$11.2K ﹤0.01%
63
1604
$11.2K ﹤0.01%
30
+8
1605
$11.1K ﹤0.01%
402
1606
$11.1K ﹤0.01%
2,500
1607
$11.1K ﹤0.01%
224
-6,185
1608
$11.1K ﹤0.01%
70
+19
1609
$11K ﹤0.01%
300
1610
$10.9K ﹤0.01%
400
1611
$10.9K ﹤0.01%
4,287
+360
1612
$10.9K ﹤0.01%
556
+23
1613
$10.8K ﹤0.01%
808
+14
1614
$10.8K ﹤0.01%
102
1615
$10.8K ﹤0.01%
131
+100
1616
$10.8K ﹤0.01%
250
-85
1617
$10.6K ﹤0.01%
253
1618
$10.6K ﹤0.01%
400
+100
1619
$10.6K ﹤0.01%
300
1620
$10.6K ﹤0.01%
1,060
1621
$10.5K ﹤0.01%
302
+188
1622
$10.4K ﹤0.01%
323
1623
$10.4K ﹤0.01%
150
1624
$10.3K ﹤0.01%
600
1625
$10.3K ﹤0.01%
480
63 64
65
66 67