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
251
$889K 0.09%
9,597
+6,400
252
$889K 0.09%
9,345
+115
253
$887K 0.09%
1,896
+44
254
$876K 0.09%
18,856
-363
255
$876K 0.09%
10,298
+276
256
$871K 0.09%
46,752
-109
257
$867K 0.09%
8,549
-2,462
258
$858K 0.09%
12,282
+769
259
$856K 0.09%
22,588
+312
260
$852K 0.08%
4,281
+27
261
$848K 0.08%
8,293
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262
$846K 0.08%
10,820
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263
$840K 0.08%
5,140
264
$838K 0.08%
4,252
+29
265
$831K 0.08%
9,736
-1,967
266
$827K 0.08%
14,852
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28,439
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268
$825K 0.08%
29,389
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269
$824K 0.08%
23,885
270
$821K 0.08%
13,601
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271
$816K 0.08%
6,938
+26
272
$812K 0.08%
11,627
-232
273
$811K 0.08%
37,984
+2,144
274
$810K 0.08%
24,620
-244
275
$808K 0.08%
4,431
-359
9 10
11
12 13