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
1701
$7.79K ﹤0.01%
+144
1702
$7.7K ﹤0.01%
254
1703
$7.68K ﹤0.01%
135
-3,807
1704
$7.66K ﹤0.01%
100
1705
$7.61K ﹤0.01%
136
1706
$7.61K ﹤0.01%
124
1707
$7.54K ﹤0.01%
100
1708
$7.54K ﹤0.01%
70
1709
$7.51K ﹤0.01%
+1,500
1710
$7.45K ﹤0.01%
2,264
+358
1711
$7.44K ﹤0.01%
200
-100
1712
$7.42K ﹤0.01%
38
-188
1713
$7.4K ﹤0.01%
200
1714
$7.4K ﹤0.01%
560
1715
$7.4K ﹤0.01%
299
+3
1716
$7.36K ﹤0.01%
130
+3
1717
$7.34K ﹤0.01%
300
1718
$7.24K ﹤0.01%
101
1719
$7.23K ﹤0.01%
291
+74
1720
$7.22K ﹤0.01%
412
+6
1721
$7.13K ﹤0.01%
218
1722
$7.12K ﹤0.01%
72
1723
$7.12K ﹤0.01%
100
1724
$7.08K ﹤0.01%
400
1725
$6.98K ﹤0.01%
+450
67 68
69
70 71