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
26
$1.3M 0.84%
22,076
-28,726
27
$1.23M 0.8%
50,991
+1,002
28
$1.21M 0.78%
5,838
-20,349
29
$1.2M 0.78%
14,951
+3,418
30
$1.2M 0.78%
121,388
+954
31
$1.2M 0.78%
112,258
+285
32
$1.2M 0.78%
165,789
+3,340
33
$1.18M 0.77%
90,087
+5,667
34
$1.13M 0.73%
65,650
+1,199
35
$1.13M 0.73%
38,567
+21,282
36
$1.13M 0.73%
45,622
-9,572
37
$1.11M 0.72%
13,559
-121
38
$1.09M 0.7%
22,345
-2,404
39
$1.07M 0.7%
26,782
-498
40
$1.05M 0.68%
18,342
+441
41
$1.03M 0.67%
38,615
+1,110
42
$1.02M 0.66%
37,129
-17,316
43
$989K 0.64%
26,087
-2
44
$956K 0.62%
15,450
+480
45
$926K 0.6%
25,692
+808
46
$892K 0.58%
14,327
+1,411
47
$892K 0.58%
60,790
-10,690
48
$881K 0.57%
11,007
-87
49
$862K 0.56%
11,584
+2
50
$847K 0.55%
7,459
+490
1
2
3 4 5