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
1676
$8.47K ﹤0.01%
16
1677
$8.46K ﹤0.01%
607
1678
$8.44K ﹤0.01%
100
1679
$8.42K ﹤0.01%
200
1680
$8.4K ﹤0.01%
140
-451
1681
$8.32K ﹤0.01%
250
1682
$8.3K ﹤0.01%
497
1683
$8.27K ﹤0.01%
+123
1684
$8.25K ﹤0.01%
634
+9
1685
$8.24K ﹤0.01%
500
1686
$8.21K ﹤0.01%
135
-35
1687
$8.2K ﹤0.01%
1,334
+16
1688
$8.09K ﹤0.01%
114
1689
$8.09K ﹤0.01%
34
1690
$8.06K ﹤0.01%
189
1691
$7.98K ﹤0.01%
158
1692
$7.97K ﹤0.01%
2,029
1693
$7.92K ﹤0.01%
150
1694
$7.9K ﹤0.01%
356
1695
$7.87K ﹤0.01%
600
1696
$7.86K ﹤0.01%
200
1697
$7.84K ﹤0.01%
911
-143
1698
$7.81K ﹤0.01%
800
1699
$7.8K ﹤0.01%
128
1700
$7.8K ﹤0.01%
376
66 67
68
69 70