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
1926
$2.76K ﹤0.01%
+100
1927
$2.75K ﹤0.01%
32
-1
1928
$2.73K ﹤0.01%
1,022
1929
$2.7K ﹤0.01%
35
1930
$2.7K ﹤0.01%
92
1931
$2.68K ﹤0.01%
63
1932
$2.67K ﹤0.01%
95
1933
$2.64K ﹤0.01%
36
1934
$2.63K ﹤0.01%
60
1935
$2.62K ﹤0.01%
28
1936
$2.61K ﹤0.01%
+37
1937
$2.58K ﹤0.01%
100
1938
$2.57K ﹤0.01%
6
1939
$2.56K ﹤0.01%
63
1940
$2.56K ﹤0.01%
14
1941
$2.55K ﹤0.01%
+60
1942
$2.54K ﹤0.01%
10
1943
$2.53K ﹤0.01%
16
1944
$2.53K ﹤0.01%
69
1945
$2.52K ﹤0.01%
+333
1946
$2.5K ﹤0.01%
300
1947
$2.49K ﹤0.01%
45
-210
1948
$2.49K ﹤0.01%
125
1949
$2.48K ﹤0.01%
375
1950
$2.48K ﹤0.01%
70
76 77
78
79 80