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
1801
$5.1K ﹤0.01%
50
1802
$5.05K ﹤0.01%
648
1803
$5.03K ﹤0.01%
106
-214
1804
$4.97K ﹤0.01%
277
-27
1805
$4.92K ﹤0.01%
130
-1,370
1806
$4.91K ﹤0.01%
428
-175
1807
$4.91K ﹤0.01%
68
1808
$4.91K ﹤0.01%
110
1809
$4.91K ﹤0.01%
+30
1810
$4.9K ﹤0.01%
200
1811
$4.89K ﹤0.01%
+250
1812
$4.88K ﹤0.01%
53
+14
1813
$4.84K ﹤0.01%
200
1814
$4.83K ﹤0.01%
713
-746
1815
$4.78K ﹤0.01%
330
1816
$4.77K ﹤0.01%
110
-50
1817
$4.77K ﹤0.01%
35
1818
$4.77K ﹤0.01%
18
1819
$4.75K ﹤0.01%
350
1820
$4.67K ﹤0.01%
+1,500
1821
$4.66K ﹤0.01%
16
1822
$4.66K ﹤0.01%
75
1823
$4.65K ﹤0.01%
40
+5
1824
$4.63K ﹤0.01%
94
1825
$4.62K ﹤0.01%
153
+58
71 72
73
74 75