Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 16.55%
This Quarter Est. Return
1 Year Est. Return
+16.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
-$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.33M
3
+$796K
4
KMF
Kayne Anderson NextGen Energy & Infrastructure, Inc.
KMF
+$794K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$697K

Top Sells

1
+$4.97M
2
+$4.2M
3
+$2.01M
4
XOM icon
Exxon Mobil
XOM
+$1.88M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.79M

Sector Composition

1 Financials 8.02%
2 Technology 5.99%
3 Healthcare 4.76%
4 Real Estate 4.3%
5 Consumer Staples 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-790
227
– –
-3,753
228
– –
-70,657
229
– –
-2,080
230
– –
-3,115
231
– –
-6,601
232
– –
-28,068
233
– –
-45,653
234
– –
-73,644
235
– –
-6,274
236
– –
-12,000
237
– –
-13,942
238
– –
-12,004
239
– –
-56,804
240
– –
-11,518
241
– –
-8,274
242
– –
-7,487
243
– –
-2,621
244
– –
-10,100
245
– –
-9,735
246
– –
-57,600
247
– –
-11,678
248
– –
-7,403
249
– –
-3,582
250
– –
-6,550
7 8 9
10
11