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
426
$370K 0.04%
12,514
-304
427
$368K 0.04%
3,290
+116
428
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9,339
+2,295
429
$359K 0.04%
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430
$358K 0.04%
39,008
431
$358K 0.04%
9,945
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$357K 0.04%
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433
$356K 0.04%
11,752
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$349K 0.03%
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436
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$346K 0.03%
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439
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7,487
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440
$343K 0.03%
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445
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19,421
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$335K 0.03%
16,625
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447
$334K 0.03%
34,167
+376
448
$331K 0.03%
7,060
+3,728
449
$331K 0.03%
23,554
450
$326K 0.03%
7,914
+40
16 17
18
19 20