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
451
$322K 0.03%
2,224
+3
452
$321K 0.03%
10,101
-114
453
$318K 0.03%
9,007
-75
454
$314K 0.03%
8,048
+315
455
$314K 0.03%
3,715
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456
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7,876
-500
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$309K 0.03%
13,092
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459
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3,371
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460
$305K 0.03%
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461
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462
$303K 0.03%
17,276
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463
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2,225
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464
$302K 0.03%
6,874
+3
465
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+8,500
466
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11,445
467
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468
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469
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4,348
470
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5,449
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471
$288K 0.03%
16,731
-5,091
472
$288K 0.03%
2,073
+1,074
473
$286K 0.03%
9,086
+600
474
$286K 0.03%
2,167
+216
475
$286K 0.03%
2,560
+821
17 18
19
20 21