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
2051
$1.32K ﹤0.01%
17
-2
2052
$1.31K ﹤0.01%
4
2053
$1.27K ﹤0.01%
16
2054
$1.27K ﹤0.01%
280
2055
$1.26K ﹤0.01%
100
2056
$1.26K ﹤0.01%
51
2057
$1.26K ﹤0.01%
6
2058
$1.26K ﹤0.01%
25
2059
$1.24K ﹤0.01%
50
-414
2060
$1.22K ﹤0.01%
24
2061
$1.22K ﹤0.01%
+200
2062
$1.21K ﹤0.01%
+400
2063
$1.17K ﹤0.01%
+1
2064
$1.16K ﹤0.01%
7
-1
2065
$1.14K ﹤0.01%
25
-25
2066
$1.1K ﹤0.01%
4
2067
$1.08K ﹤0.01%
92
2068
$1.08K ﹤0.01%
42
-21
2069
$1.06K ﹤0.01%
100
2070
$1.03K ﹤0.01%
+26
2071
$1.02K ﹤0.01%
100
2072
$1K ﹤0.01%
+19
2073
$994 ﹤0.01%
100
2074
$987 ﹤0.01%
20
2075
$983 ﹤0.01%
7
81 82
83
84 85