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
551
$205K 0.02%
4,230
-200
552
$203K 0.02%
19,300
-2,000
553
$201K 0.02%
4,675
+3,252
554
$201K 0.02%
2,773
+65
555
$193K 0.02%
27,574
-427
556
$192K 0.02%
11,911
+310
557
$190K 0.02%
10,962
558
$189K 0.02%
12,715
+3,615
559
$183K 0.02%
28,522
-244
560
$175K 0.02%
14,868
+208
561
$175K 0.02%
14,000
562
$173K 0.02%
+1,637
563
$168K 0.02%
22,170
564
$167K 0.02%
16,118
565
$167K 0.02%
14,185
566
$162K 0.02%
15,553
+107
567
$161K 0.02%
12,942
568
$159K 0.02%
+10,000
569
$156K 0.02%
26,200
+200
570
$154K 0.02%
18,414
571
$149K 0.01%
11,967
+53
572
$139K 0.01%
10,567
573
$139K 0.01%
16,876
+353
574
$134K 0.01%
16,942
-2,400
575
$121K 0.01%
10,850
21 22
23
24 25