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
1726
$6.92K ﹤0.01%
409
1727
$6.9K ﹤0.01%
256
-477
1728
$6.84K ﹤0.01%
+176
1729
$6.83K ﹤0.01%
324
1730
$6.81K ﹤0.01%
500
1731
$6.75K ﹤0.01%
365
1732
$6.74K ﹤0.01%
1,100
1733
$6.71K ﹤0.01%
88
1734
$6.69K ﹤0.01%
833
1735
$6.65K ﹤0.01%
138
-7
1736
$6.65K ﹤0.01%
142
1737
$6.63K ﹤0.01%
379
+9
1738
$6.62K ﹤0.01%
110
1739
$6.62K ﹤0.01%
135
+37
1740
$6.56K ﹤0.01%
300
1741
$6.55K ﹤0.01%
679
+196
1742
$6.53K ﹤0.01%
600
1743
$6.52K ﹤0.01%
200
1744
$6.39K ﹤0.01%
107
-32
1745
$6.39K ﹤0.01%
+225
1746
$6.38K ﹤0.01%
125
+18
1747
$6.37K ﹤0.01%
484
+119
1748
$6.35K ﹤0.01%
130
-247
1749
$6.34K ﹤0.01%
150
1750
$6.32K ﹤0.01%
46
68 69
70
71 72