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
151
$1.77M 0.14%
273,167
152
$1.77M 0.14%
12,709
-11
153
$1.77M 0.14%
28,150
-1,446
154
$1.76M 0.14%
37,191
-50
155
$1.75M 0.14%
60,622
+15,565
156
$1.73M 0.14%
15,718
-2,972
157
$1.73M 0.14%
1,893
+54
158
$1.73M 0.14%
31,142
-6,995
159
$1.71M 0.14%
60,902
+98
160
$1.71M 0.14%
6,551
+449
161
$1.7M 0.14%
40,413
+39,658
162
$1.7M 0.14%
57,483
+1,487
163
$1.7M 0.14%
11,909
-289
164
$1.68M 0.14%
7,490
-249
165
$1.68M 0.14%
18,924
+1,314
166
$1.68M 0.14%
23,022
-11
167
$1.68M 0.14%
12,976
-119
168
$1.67M 0.13%
18,772
+4,191
169
$1.64M 0.13%
13,532
-130
170
$1.63M 0.13%
35,264
+12,017
171
$1.63M 0.13%
60,374
+2,084
172
$1.62M 0.13%
6,380
+877
173
$1.6M 0.13%
33,555
+3,234
174
$1.59M 0.13%
16,853
+2,140
175
$1.57M 0.13%
21,993
+1,122
5 6
7
8 9