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
101
$435K 0.28%
21,698
-467
102
$435K 0.28%
8,663
-421
103
$435K 0.28%
+14,137
104
$434K 0.28%
5,416
-38
105
$429K 0.28%
13,007
-6,453
106
$426K 0.28%
16,681
+114
107
$424K 0.27%
25,188
-1,368
108
$419K 0.27%
16,514
+4,692
109
$412K 0.27%
7,571
+244
110
$409K 0.27%
4,117
-1,879
111
$406K 0.26%
3,575
112
$402K 0.26%
6,863
-525
113
$402K 0.26%
3,832
-1,416
114
$402K 0.26%
12,868
-558
115
$398K 0.26%
12,588
-150
116
$396K 0.26%
5,002
+20
117
$389K 0.25%
6,407
+277
118
$389K 0.25%
3,622
119
$388K 0.25%
1,913
-303
120
$388K 0.25%
7,756
+90
121
$387K 0.25%
+26,883
122
$382K 0.25%
8,241
+91
123
$382K 0.25%
13,400
-1,924
124
$380K 0.25%
23,825
+3,080
125
$378K 0.25%
6,861
+472
3 4
5
6 7