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
176
$261K 0.17%
28,014
-19,206
177
$258K 0.17%
3,302
178
$258K 0.17%
4,090
179
$251K 0.16%
2,436
-4,493
180
$250K 0.16%
+8,841
181
$248K 0.16%
2,365
-1,476
182
$245K 0.16%
14,244
183
$244K 0.16%
3,032
+328
184
$244K 0.16%
12,522
185
$244K 0.16%
17,542
+60
186
$243K 0.16%
19,504
-250
187
$242K 0.16%
8,696
188
$241K 0.16%
29,106
-24,660
189
$239K 0.15%
+6,805
190
$239K 0.15%
6,668
191
$238K 0.15%
25,950
192
$232K 0.15%
3,264
193
$231K 0.15%
3,600
-1,982
194
$230K 0.15%
+5,521
195
$226K 0.15%
3,624
196
$223K 0.14%
2,866
-25,834
197
$223K 0.14%
30,141
+157
198
$223K 0.14%
9,650
+200
199
$215K 0.14%
+4,240
200
$215K 0.14%
3,750
6 7
8
9 10