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
1976
$2.15K ﹤0.01%
6
-3
1977
$2.15K ﹤0.01%
16
1978
$2.14K ﹤0.01%
225
1979
$2.13K ﹤0.01%
+400
1980
$2.11K ﹤0.01%
+200
1981
$2.08K ﹤0.01%
+140
1982
$2.08K ﹤0.01%
60
-200
1983
$2.06K ﹤0.01%
60
-255
1984
$2.05K ﹤0.01%
24
1985
$2.05K ﹤0.01%
742
+92
1986
$2.05K ﹤0.01%
26
+11
1987
$2.05K ﹤0.01%
44
1988
$2.05K ﹤0.01%
+300
1989
$2.04K ﹤0.01%
2
+1
1990
$2.04K ﹤0.01%
126
1991
$2.04K ﹤0.01%
75
1992
$2.03K ﹤0.01%
800
1993
$2.03K ﹤0.01%
50
1994
$2.01K ﹤0.01%
7
1995
$2.01K ﹤0.01%
43
1996
$1.99K ﹤0.01%
28
1997
$1.97K ﹤0.01%
12
1998
$1.96K ﹤0.01%
333
1999
$1.95K ﹤0.01%
500
2000
$1.94K ﹤0.01%
100
78 79
80
81 82