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
1626
$10.3K ﹤0.01%
283
+11
1627
$10.3K ﹤0.01%
580
-115
1628
$10.3K ﹤0.01%
300
-3,600
1629
$10.3K ﹤0.01%
134
1630
$10.1K ﹤0.01%
200
1631
$10.1K ﹤0.01%
52
-1,000
1632
$10K ﹤0.01%
400
1633
$10K ﹤0.01%
280
1634
$10K ﹤0.01%
15
1635
$9.94K ﹤0.01%
222
1636
$9.93K ﹤0.01%
550
1637
$9.88K ﹤0.01%
1,700
1638
$9.88K ﹤0.01%
+500
1639
$9.87K ﹤0.01%
1,000
1640
$9.79K ﹤0.01%
1,530
+1,000
1641
$9.79K ﹤0.01%
250
1642
$9.77K ﹤0.01%
6,600
-4,000
1643
$9.61K ﹤0.01%
3,612
1644
$9.59K ﹤0.01%
200
1645
$9.58K ﹤0.01%
186
+51
1646
$9.57K ﹤0.01%
1,000
1647
$9.56K ﹤0.01%
95
1648
$9.41K ﹤0.01%
512
1649
$9.41K ﹤0.01%
1,282
-7,477
1650
$9.41K ﹤0.01%
99
+32
64 65
66
67 68