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
1876
$3.52K ﹤0.01%
500
1877
$3.51K ﹤0.01%
230
1878
$3.46K ﹤0.01%
225
-933
1879
$3.45K ﹤0.01%
12
1880
$3.44K ﹤0.01%
63
+1
1881
$3.42K ﹤0.01%
66
-5,950
1882
$3.4K ﹤0.01%
41
1883
$3.39K ﹤0.01%
28
1884
$3.34K ﹤0.01%
230
1885
$3.34K ﹤0.01%
17
1886
$3.33K ﹤0.01%
130
1887
$3.32K ﹤0.01%
69
1888
$3.31K ﹤0.01%
12
1889
$3.3K ﹤0.01%
56
1890
$3.29K ﹤0.01%
95
-1
1891
$3.29K ﹤0.01%
118
+2
1892
$3.27K ﹤0.01%
102
+1
1893
$3.26K ﹤0.01%
100
1894
$3.24K ﹤0.01%
100
1895
$3.23K ﹤0.01%
145
1896
$3.21K ﹤0.01%
+40
1897
$3.21K ﹤0.01%
38
1898
$3.2K ﹤0.01%
98
+40
1899
$3.17K ﹤0.01%
34
1900
$3.17K ﹤0.01%
200
74 75
76
77 78