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
51
$841K 0.55%
19,636
+668
52
$818K 0.53%
7,200
-5,236
53
$801K 0.52%
38,121
-8,383
54
$796K 0.52%
+5,631
55
$794K 0.51%
+24,228
56
$755K 0.49%
15,709
+103
57
$751K 0.49%
31,276
+7,178
58
$750K 0.49%
18,442
-583
59
$731K 0.47%
8,327
+1,243
60
$705K 0.46%
11,087
-6,678
61
$696K 0.45%
61,500
+4,397
62
$691K 0.45%
10,038
+106
63
$687K 0.45%
28,440
64
$683K 0.44%
26,248
65
$679K 0.44%
6,968
+151
66
$657K 0.43%
9,470
+40
67
$643K 0.42%
44,300
68
$638K 0.41%
8,644
-45
69
$637K 0.41%
23,647
+1,288
70
$611K 0.4%
6,968
+43
71
$606K 0.39%
62,800
-387
72
$606K 0.39%
5,965
+2,523
73
$595K 0.39%
5,447
-3,827
74
$593K 0.38%
44,950
+2,880
75
$566K 0.37%
5,393
-342
1 2
3
4 5