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
26
$6.59M 0.65%
29,555
+2,001
27
$6.52M 0.65%
45,422
+2,379
28
$5.76M 0.57%
25,659
+45
29
$5.49M 0.55%
47,781
-9,819
30
$5.44M 0.54%
37,587
+3,431
31
$5.43M 0.54%
133,133
-589
32
$5.42M 0.54%
111,550
-1,200
33
$5.33M 0.53%
31,486
+26,795
34
$5.31M 0.53%
272,284
+6,000
35
$5.18M 0.51%
36,040
+661
36
$5M 0.5%
120,064
+17,853
37
$4.95M 0.49%
166,585
-5,933
38
$4.94M 0.49%
29,648
-206
39
$4.9M 0.49%
417,924
+9,252
40
$4.89M 0.49%
27,339
-328
41
$4.87M 0.48%
28,889
-805
42
$4.75M 0.47%
50,330
+1,706
43
$4.61M 0.46%
40,455
-5,746
44
$4.59M 0.46%
94,391
-1,936
45
$4.54M 0.45%
135,996
-1,464
46
$4.51M 0.45%
190,860
-5,480
47
$4.48M 0.45%
59,796
-12,878
48
$4.43M 0.44%
48,736
+1,678
49
$4.27M 0.42%
148,180
-59,201
50
$4.26M 0.42%
51,452
-1,958
1
2
3 4 5