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
2076
$982 ﹤0.01%
150
-2,417
2077
$978 ﹤0.01%
26
2078
$977 ﹤0.01%
100
2079
$976 ﹤0.01%
32
-36
2080
$971 ﹤0.01%
+65
2081
$939 ﹤0.01%
3
2082
$932 ﹤0.01%
200
+100
2083
$892 ﹤0.01%
6
2084
$885 ﹤0.01%
33
2085
$872 ﹤0.01%
4
2086
$872 ﹤0.01%
1
2087
$854 ﹤0.01%
+17
2088
$826 ﹤0.01%
50
2089
$819 ﹤0.01%
20
2090
$810 ﹤0.01%
40
2091
$803 ﹤0.01%
26
2092
$790 ﹤0.01%
+50
2093
$782 ﹤0.01%
25
-1,600
2094
$782 ﹤0.01%
+14
2095
$778 ﹤0.01%
251
-35
2096
$774 ﹤0.01%
300
-500
2097
$771 ﹤0.01%
6
2098
$731 ﹤0.01%
91
2099
$725 ﹤0.01%
110
2100
$687 ﹤0.01%
30
82 83
84
85 86