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
1851
$3.94K ﹤0.01%
17
1852
$3.92K ﹤0.01%
94
1853
$3.91K ﹤0.01%
17
1854
$3.88K ﹤0.01%
74
1855
$3.88K ﹤0.01%
128
1856
$3.88K ﹤0.01%
117
1857
$3.87K ﹤0.01%
110
1858
$3.85K ﹤0.01%
223
+49
1859
$3.84K ﹤0.01%
152
1860
$3.83K ﹤0.01%
74
1861
$3.81K ﹤0.01%
46
1862
$3.79K ﹤0.01%
+250
1863
$3.79K ﹤0.01%
750
+250
1864
$3.77K ﹤0.01%
77
+31
1865
$3.74K ﹤0.01%
225
1866
$3.73K ﹤0.01%
150
1867
$3.72K ﹤0.01%
150
1868
$3.67K ﹤0.01%
31
1869
$3.64K ﹤0.01%
80
1870
$3.62K ﹤0.01%
800
1871
$3.61K ﹤0.01%
1,000
1872
$3.58K ﹤0.01%
310
+4
1873
$3.57K ﹤0.01%
97
1874
$3.57K ﹤0.01%
+50
1875
$3.53K ﹤0.01%
1,200
73 74
75
76 77