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
1826
$4.6K ﹤0.01%
73
1827
$4.6K ﹤0.01%
100
1828
$4.54K ﹤0.01%
+100
1829
$4.5K ﹤0.01%
2,000
1830
$4.46K ﹤0.01%
2
1831
$4.43K ﹤0.01%
114
-2,421
1832
$4.34K ﹤0.01%
142
1833
$4.32K ﹤0.01%
117
1834
$4.3K ﹤0.01%
66
1835
$4.3K ﹤0.01%
60
1836
$4.3K ﹤0.01%
17
-1,000
1837
$4.29K ﹤0.01%
185
-400
1838
$4.28K ﹤0.01%
396
1839
$4.26K ﹤0.01%
+40
1840
$4.26K ﹤0.01%
50
1841
$4.14K ﹤0.01%
+3
1842
$4.13K ﹤0.01%
120
-112
1843
$4.12K ﹤0.01%
100
1844
$4.12K ﹤0.01%
323
1845
$4.09K ﹤0.01%
316
1846
$4.08K ﹤0.01%
1,000
-1,800
1847
$4.08K ﹤0.01%
75
1848
$4.02K ﹤0.01%
54
1849
$4.02K ﹤0.01%
53
+44
1850
$4K ﹤0.01%
30
72 73
74
75 76