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
$1.01B
AUM Growth
-$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,156
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$3.51M
3
+$2.8M
4
HGBL icon
Heritage Global
HGBL
+$2.23M
5
AMZN icon
Amazon
AMZN
+$1.9M

Top Sells

1
+$4M
2
+$2.91M
3
+$2.89M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.71M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.58M

Sector Composition

1 Technology 9.54%
2 Healthcare 5.79%
3 Consumer Staples 5.23%
4 Industrials 4.88%
5 Consumer Discretionary 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.04M 0.1%
6,029
227
$1.02M 0.1%
5,835
+1,316
228
$1.02M 0.1%
77,711
+390
229
$1.02M 0.1%
15,378
-51
230
$1M 0.1%
3,077
-3,315
231
$973K 0.1%
10,655
-5
232
$971K 0.1%
19,600
+8,400
233
$969K 0.1%
18,639
+1,618
234
$967K 0.1%
21,800
+1,487
235
$962K 0.1%
34,480
-4,112
236
$959K 0.1%
19,207
+1,588
237
$948K 0.09%
12,615
+8,700
238
$936K 0.09%
33,779
+25,482
239
$934K 0.09%
23,419
+715
240
$925K 0.09%
15,920
+175
241
$924K 0.09%
24,961
+20,598
242
$923K 0.09%
110,672
+6,000
243
$921K 0.09%
13,659
-763
244
$920K 0.09%
11,172
-78
245
$918K 0.09%
6,286
+329
246
$911K 0.09%
23,225
-791
247
$911K 0.09%
2,959
+205
248
$902K 0.09%
31,841
-14,203
249
$896K 0.09%
4,051
-1,099
250
$891K 0.09%
8,986
-476
8 9
10
11 12