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
176
$1.57M 0.13%
8,578
+89
177
$1.57M 0.13%
87,354
+1,305
178
$1.55M 0.13%
14,673
-1,072
179
$1.55M 0.13%
16,643
+571
180
$1.54M 0.12%
61,867
+7,280
181
$1.5M 0.12%
20,765
-1,100
182
$1.5M 0.12%
32,150
-350
183
$1.49M 0.12%
17,833
-9,479
184
$1.49M 0.12%
14,439
+926
185
$1.49M 0.12%
71,168
+2,006
186
$1.45M 0.12%
19,864
+3,218
187
$1.45M 0.12%
5,818
+308
188
$1.44M 0.12%
6,485
+1,434
189
$1.43M 0.12%
13,312
-431
190
$1.43M 0.12%
18,088
-2,848
191
$1.42M 0.12%
94,925
+14,829
192
$1.4M 0.11%
11,425
-10
193
$1.4M 0.11%
6,106
-71
194
$1.38M 0.11%
20,356
-7,925
195
$1.37M 0.11%
16,537
-568
196
$1.37M 0.11%
42,452
-6,072
197
$1.36M 0.11%
11,993
-1,250
198
$1.34M 0.11%
19,490
+3,253
199
$1.34M 0.11%
15,245
-6,844
200
$1.33M 0.11%
4,811
+54
6 7
8
9 10