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
476
$285K 0.03%
6,624
+123
477
$285K 0.03%
5,019
+6
478
$284K 0.03%
26,207
+6,108
479
$283K 0.03%
4,139
-84
480
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6,956
-3,440
481
$279K 0.03%
12,734
482
$275K 0.03%
9,440
483
$275K 0.03%
5,828
-741
484
$274K 0.03%
5,576
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485
$272K 0.03%
50,490
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486
$272K 0.03%
14,930
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487
$271K 0.03%
9,135
+1,380
488
$270K 0.03%
4,903
+3,443
489
$264K 0.03%
2,315
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490
$262K 0.03%
25,544
+24,426
491
$261K 0.03%
1,365
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19,105
-4,994
493
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1,195
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494
$257K 0.03%
4,163
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495
$257K 0.03%
20,007
-390
496
$256K 0.03%
5,112
+19
497
$255K 0.03%
1,916
-80
498
$254K 0.03%
41,569
-450
499
$254K 0.03%
22,442
500
$253K 0.03%
5,740
-700
18 19
20
21 22