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
276
$799K 0.08%
36,487
277
$792K 0.08%
48,250
-2,070
278
$792K 0.08%
32,818
+595
279
$783K 0.08%
8,029
-4,530
280
$779K 0.08%
8,761
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281
$766K 0.08%
15,136
-50
282
$759K 0.08%
3,158
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283
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3,341
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284
$755K 0.08%
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285
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25,990
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286
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15,065
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287
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288
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8,086
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-7,873
290
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291
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292
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293
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294
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295
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5,068
-16
296
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21,817
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297
$685K 0.07%
56,936
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298
$680K 0.07%
43,731
-3,946
299
$680K 0.07%
26,238
+1,600
300
$679K 0.07%
12,269
-59
10 11
12
13 14