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
501
$252K 0.03%
+523
502
$252K 0.03%
80,130
+76,650
503
$251K 0.02%
10,822
-4,841
504
$250K 0.02%
6,880
505
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1,188
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506
$248K 0.02%
2,452
-5,536
507
$245K 0.02%
28,206
+12,243
508
$243K 0.02%
9,953
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509
$242K 0.02%
+6,349
510
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4,764
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511
$241K 0.02%
2,428
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512
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10,790
513
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136
-31
514
$238K 0.02%
1,295
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515
$236K 0.02%
3,737
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516
$236K 0.02%
15,658
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518
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519
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2,110
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520
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521
$231K 0.02%
1,368
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522
$231K 0.02%
7,036
523
$230K 0.02%
15,256
-600
524
$230K 0.02%
4,059
525
$229K 0.02%
5,240
19 20
21
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