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
1951
$2.48K ﹤0.01%
79
+1
1952
$2.46K ﹤0.01%
51
1953
$2.46K ﹤0.01%
+225
1954
$2.46K ﹤0.01%
85
1955
$2.44K ﹤0.01%
67
1956
$2.43K ﹤0.01%
200
1957
$2.38K ﹤0.01%
65
-64
1958
$2.38K ﹤0.01%
230
+96
1959
$2.35K ﹤0.01%
155
1960
$2.31K ﹤0.01%
10
1961
$2.31K ﹤0.01%
50
1962
$2.29K ﹤0.01%
100
1963
$2.27K ﹤0.01%
70
-480
1964
$2.26K ﹤0.01%
25
1965
$2.26K ﹤0.01%
15
1966
$2.23K ﹤0.01%
100
1967
$2.22K ﹤0.01%
+12
1968
$2.22K ﹤0.01%
10
1969
$2.22K ﹤0.01%
65
1970
$2.21K ﹤0.01%
34
+14
1971
$2.21K ﹤0.01%
13
1972
$2.19K ﹤0.01%
113
-363
1973
$2.19K ﹤0.01%
20
1974
$2.17K ﹤0.01%
50
1975
$2.17K ﹤0.01%
46
-75
77 78
79
80 81