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
76
$562K 0.36%
4,755
+510
77
$547K 0.35%
14,320
+853
78
$547K 0.35%
6,461
-1,024
79
$538K 0.35%
13,181
+1,331
80
$530K 0.34%
23,136
+11,727
81
$525K 0.34%
6,713
+138
82
$524K 0.34%
12,933
-10,638
83
$522K 0.34%
17,177
84
$518K 0.34%
21,514
+4,208
85
$511K 0.33%
22,876
+120
86
$508K 0.33%
22,271
+1,086
87
$506K 0.33%
14,262
+1,542
88
$504K 0.33%
46,560
+1,000
89
$499K 0.32%
5,075
-166
90
$491K 0.32%
5,977
-50
91
$481K 0.31%
3,134
+6
92
$467K 0.3%
7,143
-1
93
$463K 0.3%
8,555
-200
94
$462K 0.3%
32,088
+9,440
95
$461K 0.3%
28,747
+1,884
96
$459K 0.3%
+4,008
97
$450K 0.29%
22,178
-19,810
98
$446K 0.29%
17,543
+1,061
99
$440K 0.29%
13,544
-6,154
100
$437K 0.28%
43,465
+21
2 3
4
5 6