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
$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
251
– –
-1,820
252
– –
-2,963
253
– –
-12,500
254
– –
-1,600
255
– –
-3,718
256
– –
-70,657
7 8 9 10
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