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
401
$426K 0.04%
17,249
+5
402
$423K 0.04%
+8,124
403
$422K 0.04%
1,422
+136
404
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12,454
-1
405
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22,780
-77
406
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8,582
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407
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7,658
408
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14,398
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101
410
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19,000
411
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10,288
412
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413
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415
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618
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416
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17,431
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417
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18,862
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420
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8,766
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421
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422
$384K 0.04%
+3,025
423
$383K 0.04%
8,046
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424
$383K 0.04%
1,583
-16
425
$380K 0.04%
3,000
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15 16
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