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
126
$375K 0.24%
1,657
127
$368K 0.24%
39,574
-7,409
128
$364K 0.24%
4,151
+146
129
$361K 0.23%
17,683
-1,050
130
$356K 0.23%
3,282
-2,955
131
$355K 0.23%
7,189
-84
132
$354K 0.23%
18,611
+1,050
133
$351K 0.23%
+8,813
134
$349K 0.23%
6,057
+91
135
$348K 0.23%
20,257
+800
136
$348K 0.23%
5,011
+545
137
$347K 0.22%
4,762
138
$345K 0.22%
3,818
-399
139
$343K 0.22%
23,864
-474
140
$339K 0.22%
10,080
-111
141
$336K 0.22%
3,426
+1,256
142
$333K 0.22%
8,577
143
$333K 0.22%
+2,506
144
$332K 0.22%
9,000
145
$332K 0.22%
9,665
146
$329K 0.21%
7,553
+1,853
147
$325K 0.21%
+6,550
148
$323K 0.21%
4,403
+100
149
$319K 0.21%
5,675
+311
150
$319K 0.21%
3,018
-47,037
4 5
6
7 8