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
1901
$3.16K ﹤0.01%
40
-30
1902
$3.16K ﹤0.01%
100
1903
– –
0
1904
$3.11K ﹤0.01%
+300
1905
$3.09K ﹤0.01%
195
+5
1906
$3.08K ﹤0.01%
24
+8
1907
$3.04K ﹤0.01%
101
-105
1908
$3.04K ﹤0.01%
136
+2
1909
$3.02K ﹤0.01%
150
1910
$3.02K ﹤0.01%
99
1911
$3.02K ﹤0.01%
46
-18,431
1912
$3K ﹤0.01%
+300
1913
$2.98K ﹤0.01%
200
-300
1914
$2.93K ﹤0.01%
184
1915
$2.91K ﹤0.01%
100
1916
$2.9K ﹤0.01%
85
1917
$2.88K ﹤0.01%
36
1918
$2.88K ﹤0.01%
65
1919
$2.88K ﹤0.01%
270
-8,417
1920
$2.86K ﹤0.01%
39
+10
1921
$2.84K ﹤0.01%
25
+6
1922
$2.84K ﹤0.01%
18
-33
1923
$2.82K ﹤0.01%
200
1924
$2.8K ﹤0.01%
160
1925
$2.78K ﹤0.01%
27
75 76
77
78 79