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
351
$529K 0.05%
3,079
+37
352
$527K 0.05%
8,163
-1,131
353
$526K 0.05%
35,958
+2,502
354
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21,205
-200
355
$521K 0.05%
3,974
-143
356
$518K 0.05%
37,238
357
$517K 0.05%
12,228
-334
358
$511K 0.05%
54,856
+144
359
$511K 0.05%
8,027
-24
360
$506K 0.05%
8,618
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361
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2,157
-17
362
$502K 0.05%
9,765
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363
$502K 0.05%
74,787
+1,292
364
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10,321
-37
365
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17,144
-7,865
366
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33,974
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18,502
-18,047
368
$491K 0.05%
21,779
369
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4,083
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370
$485K 0.05%
51,821
-9,751
371
$483K 0.05%
6,765
+59
372
$481K 0.05%
18,300
-770
373
$481K 0.05%
15,413
+2,864
374
$478K 0.05%
35,118
-1,286
375
$475K 0.05%
8,343
-150
13 14
15
16 17