Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 16.55%
This Quarter Est. Return
1 Year Est. Return
+16.55%
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
1
$6.5M 4.21%
80,731
+16,526
2
$4.92M 3.19%
195,257
+17,078
3
$4.03M 2.61%
76,318
+7,934
4
$3.16M 2.05%
101,468
-26,768
5
$3.07M 1.99%
80,096
6
$3.03M 1.96%
248,994
+10,257
7
$2.93M 1.9%
187,009
-25,246
8
$2.65M 1.71%
60,900
+7,369
9
$2.54M 1.65%
376,960
-205,424
10
$2.5M 1.62%
908,781
+43,997
11
$2.32M 1.5%
70,034
+21,078
12
$2.23M 1.44%
154,392
-124,128
13
$2.16M 1.4%
100,445
-5,700
14
$2.12M 1.37%
19,186
+1,612
15
$2.09M 1.36%
57,140
-216
16
$2.02M 1.31%
70,347
+1,356
17
$1.82M 1.18%
168,952
+4,432
18
$1.82M 1.18%
22,445
+939
19
$1.8M 1.17%
+79,048
20
$1.65M 1.07%
19,366
-22,082
21
$1.59M 1.03%
91,635
-422
22
$1.56M 1.01%
13,159
-1,353
23
$1.47M 0.95%
47,024
-555
24
$1.41M 0.91%
23,256
-1,172
25
$1.35M 0.88%
13,457
-3,012
1
2 3 4 5