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
1651
$9.38K ﹤0.01%
400
1652
$9.37K ﹤0.01%
800
+196
1653
$9.34K ﹤0.01%
50
1654
$9.33K ﹤0.01%
160
-203
1655
$9.32K ﹤0.01%
1,028
+24
1656
$9.27K ﹤0.01%
106
1657
$9.21K ﹤0.01%
676
-201
1658
$9.13K ﹤0.01%
+623
1659
$9.13K ﹤0.01%
222
+12
1660
$9.13K ﹤0.01%
5,014
-700
1661
$9.12K ﹤0.01%
350
-9
1662
$9.06K ﹤0.01%
175
+26
1663
$9.05K ﹤0.01%
355
1664
$9.05K ﹤0.01%
100
1665
$8.97K ﹤0.01%
394
+127
1666
$8.95K ﹤0.01%
200
1667
$8.94K ﹤0.01%
600
1668
$8.93K ﹤0.01%
+400
1669
$8.93K ﹤0.01%
177
1670
$8.81K ﹤0.01%
+316
1671
$8.81K ﹤0.01%
500
1672
$8.74K ﹤0.01%
+128
1673
$8.69K ﹤0.01%
200
-1,224
1674
$8.69K ﹤0.01%
380
1675
$8.56K ﹤0.01%
120
65 66
67
68 69