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
1776
$5.73K ﹤0.01%
9
1777
$5.71K ﹤0.01%
190
1778
$5.65K ﹤0.01%
190
1779
$5.62K ﹤0.01%
132
1780
$5.61K ﹤0.01%
78
1781
$5.61K ﹤0.01%
101
1782
$5.59K ﹤0.01%
102
1783
$5.58K ﹤0.01%
350
1784
$5.57K ﹤0.01%
229
-1,695
1785
$5.52K ﹤0.01%
150
1786
$5.52K ﹤0.01%
358
+92
1787
$5.46K ﹤0.01%
18
-29
1788
$5.38K ﹤0.01%
1,000
1789
$5.37K ﹤0.01%
325
1790
$5.35K ﹤0.01%
1,135
-2,000
1791
$5.31K ﹤0.01%
154
1792
$5.26K ﹤0.01%
350
1793
$5.25K ﹤0.01%
182
+1
1794
$5.23K ﹤0.01%
81
+1
1795
$5.22K ﹤0.01%
1,000
1796
$5.21K ﹤0.01%
1,320
1797
$5.19K ﹤0.01%
101
1798
$5.12K ﹤0.01%
139
1799
$5.12K ﹤0.01%
725
1800
$5.11K ﹤0.01%
195
-156
70 71
72
73 74