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
2001
$1.93K ﹤0.01%
+49
2002
$1.93K ﹤0.01%
20
2003
$1.91K ﹤0.01%
51
2004
$1.91K ﹤0.01%
15
2005
$1.9K ﹤0.01%
+187
2006
$1.89K ﹤0.01%
202
-542
2007
$1.88K ﹤0.01%
92
+5
2008
$1.86K ﹤0.01%
20
2009
$1.85K ﹤0.01%
98
-100
2010
$1.84K ﹤0.01%
13
2011
$1.83K ﹤0.01%
+88
2012
$1.8K ﹤0.01%
36
2013
$1.79K ﹤0.01%
12
2014
$1.76K ﹤0.01%
20
2015
$1.76K ﹤0.01%
1
2016
$1.75K ﹤0.01%
250
2017
$1.73K ﹤0.01%
26
-7
2018
$1.72K ﹤0.01%
100
2019
$1.7K ﹤0.01%
100
2020
$1.7K ﹤0.01%
+40
2021
$1.69K ﹤0.01%
7
+4
2022
$1.68K ﹤0.01%
136
2023
$1.67K ﹤0.01%
43
-542
2024
$1.66K ﹤0.01%
16
2025
$1.65K ﹤0.01%
16
79 80
81
82 83