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
201
$1.32M 0.11%
15,545
+15,199
202
$1.32M 0.11%
50,915
-960
203
$1.32M 0.11%
31,434
+23,746
204
$1.31M 0.11%
10,951
-813
205
$1.3M 0.11%
27,129
+5,842
206
$1.3M 0.1%
7,780
-92
207
$1.29M 0.1%
16,375
+96
208
$1.29M 0.1%
91,618
+14,608
209
$1.28M 0.1%
6,814
+2,084
210
$1.28M 0.1%
4,797
+284
211
$1.28M 0.1%
5,172
212
$1.26M 0.1%
6,279
-2,827
213
$1.26M 0.1%
40,122
+5,372
214
$1.26M 0.1%
15,172
+13,875
215
$1.26M 0.1%
7,032
+866
216
$1.25M 0.1%
10,684
217
$1.25M 0.1%
11,121
-43
218
$1.25M 0.1%
6,140
-1,649
219
$1.24M 0.1%
3,322
-781
220
$1.24M 0.1%
12,199
-4,022
221
$1.23M 0.1%
39,760
+27,085
222
$1.23M 0.1%
42,371
-3,085
223
$1.21M 0.1%
32,188
-389
224
$1.21M 0.1%
11,083
-2,210
225
$1.21M 0.1%
9,016
-553
7 8
9
10 11