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
151
$318K 0.21%
7,247
152
$317K 0.21%
15,885
+242
153
$313K 0.2%
2,519
-2,702
154
$308K 0.2%
2,753
155
$306K 0.2%
+2,589
156
$305K 0.2%
2,211
+71
157
$304K 0.2%
17,113
-950
158
$303K 0.2%
2,574
-68
159
$303K 0.2%
20,038
+5,958
160
$299K 0.19%
14,887
161
$298K 0.19%
6,602
-1,305
162
$288K 0.19%
10,518
-456
163
$287K 0.19%
6,655
-311
164
$286K 0.19%
4,598
-6,405
165
$283K 0.18%
2,635
-73
166
$283K 0.18%
10,800
-9,582
167
$277K 0.18%
5,545
-7,745
168
$276K 0.18%
1,551
-34
169
$276K 0.18%
7,068
+2
170
$276K 0.18%
17,165
+65
171
$275K 0.18%
2,468
+121
172
$275K 0.18%
4,779
+3
173
$265K 0.17%
2,551
+2
174
$264K 0.17%
5,720
-3,705
175
$261K 0.17%
3,461
+249
5 6
7
8 9