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
2101
$659 ﹤0.01%
10
2102
$652 ﹤0.01%
10
-200
2103
$650 ﹤0.01%
150
2104
$644 ﹤0.01%
10
2105
$642 ﹤0.01%
10
2106
$642 ﹤0.01%
10
2107
$626 ﹤0.01%
+23
2108
$620 ﹤0.01%
+100
2109
$568 ﹤0.01%
200
2110
$546 ﹤0.01%
120
2111
$524 ﹤0.01%
31
2112
$515 ﹤0.01%
8
2113
$513 ﹤0.01%
+14
2114
$505 ﹤0.01%
6
2115
$482 ﹤0.01%
+76
2116
$480 ﹤0.01%
11
-263
2117
$474 ﹤0.01%
94
2118
$470 ﹤0.01%
14
2119
$470 ﹤0.01%
200
2120
$442 ﹤0.01%
500
2121
$436 ﹤0.01%
13
-12
2122
$430 ﹤0.01%
140
2123
$416 ﹤0.01%
200
2124
$409 ﹤0.01%
20
2125
$380 ﹤0.01%
2,000
83 84
85
86 87