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
1751
$6.3K ﹤0.01%
70
1752
$6.3K ﹤0.01%
152
+2
1753
$6.3K ﹤0.01%
10
1754
$6.29K ﹤0.01%
98
1755
$6.25K ﹤0.01%
246
1756
$6.19K ﹤0.01%
300
+50
1757
$6.18K ﹤0.01%
58
1758
$6.12K ﹤0.01%
190
1759
$6.12K ﹤0.01%
235
1760
$6.09K ﹤0.01%
+326
1761
$6.04K ﹤0.01%
8
-1
1762
$6.01K ﹤0.01%
1,000
1763
$5.99K ﹤0.01%
199
+81
1764
$5.97K ﹤0.01%
500
1765
$5.97K ﹤0.01%
300
-500
1766
$5.97K ﹤0.01%
438
1767
$5.96K ﹤0.01%
80
+40
1768
$5.88K ﹤0.01%
404
+3
1769
$5.85K ﹤0.01%
+500
1770
$5.83K ﹤0.01%
211
1771
$5.81K ﹤0.01%
429
+119
1772
$5.79K ﹤0.01%
269
+169
1773
$5.76K ﹤0.01%
290
1774
$5.74K ﹤0.01%
150
1775
$5.73K ﹤0.01%
335
69 70
71
72 73