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
2126
$369 ﹤0.01%
2
2127
$365 ﹤0.01%
60
2128
$360 ﹤0.01%
13
2129
$340 ﹤0.01%
10
2130
$339 ﹤0.01%
+50
2131
$321 ﹤0.01%
100
2132
– –
0
2133
$314 ﹤0.01%
+40
2134
$309 ﹤0.01%
100
2135
$301 ﹤0.01%
+10
2136
$290 ﹤0.01%
5
2137
$280 ﹤0.01%
30
-300
2138
$265 ﹤0.01%
10
2139
$257 ﹤0.01%
5
-133
2140
$249 ﹤0.01%
41
2141
$237 ﹤0.01%
10
2142
$229 ﹤0.01%
160
2143
$214 ﹤0.01%
6
2144
$208 ﹤0.01%
15
2145
– –
-7,600
2146
– –
-5,149
2147
– –
-1,310
2148
– –
-675
2149
– –
-1,270
2150
– –
-350
84 85
86
87 88