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
2026
$1.63K ﹤0.01%
30
2027
$1.62K ﹤0.01%
+200
2028
$1.61K ﹤0.01%
+65
2029
$1.6K ﹤0.01%
90
2030
$1.58K ﹤0.01%
57
2031
$1.56K ﹤0.01%
89
2032
$1.55K ﹤0.01%
28
-4,441
2033
$1.55K ﹤0.01%
+11
2034
$1.54K ﹤0.01%
55
2035
$1.54K ﹤0.01%
66
2036
$1.52K ﹤0.01%
35
2037
$1.52K ﹤0.01%
35
2038
$1.5K ﹤0.01%
43
-655
2039
$1.48K ﹤0.01%
+74
2040
$1.43K ﹤0.01%
600
+200
2041
$1.43K ﹤0.01%
18
2042
$1.42K ﹤0.01%
6
2043
$1.39K ﹤0.01%
56
-400
2044
– –
0
2045
$1.39K ﹤0.01%
+300
2046
$1.38K ﹤0.01%
4,500
2047
$1.37K ﹤0.01%
5
+2
2048
$1.36K ﹤0.01%
9
-1
2049
$1.36K ﹤0.01%
74
-22
2050
$1.34K ﹤0.01%
12
80 81
82
83 84