Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.6B
1-Year Est. Return 20.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.78%
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
+$1.71M
2
+$1.33M
3
+$834K
4
KMF
Kayne Anderson NextGen Energy & Infrastructure, Inc.
KMF
+$791K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$653K

Top Sells

1
+$4.94M
2
+$4.2M
3
+$2.04M
4
XOM icon
Exxon Mobil
XOM
+$1.96M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.81M

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
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