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
201
$212K 0.14%
+7,074
202
$212K 0.14%
4,856
-998
203
$211K 0.14%
5,034
204
$206K 0.13%
8,998
-1,485
205
$205K 0.13%
2,140
-414
206
$203K 0.13%
2,345
207
$203K 0.13%
4,680
-1,586
208
$193K 0.13%
10,181
+926
209
$191K 0.12%
12,383
-9,579
210
$186K 0.12%
8,719
-2,429
211
$163K 0.11%
+10,100
212
$162K 0.11%
1,228
-39
213
$149K 0.1%
10,000
214
$134K 0.09%
10,000
215
$106K 0.07%
+612
216
$104K 0.07%
11,000
217
$88K 0.06%
24,600
-6,900
218
$85K 0.06%
2,642
+8
219
$73K 0.05%
22,215
-100
220
$47K 0.03%
+1,873
221
$43K 0.03%
+585
222
– –
-73,644
223
– –
-3,753
224
– –
-2,080
225
– –
-3,115
7 8
9
10 11