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
576
$118K 0.01%
+23,000
577
$113K 0.01%
+10,000
578
$109K 0.01%
15,190
+600
579
$104K 0.01%
+3,750
580
$103K 0.01%
10,324
+194
581
$101K 0.01%
+13,968
582
$100K 0.01%
29,320
583
$99K 0.01%
12,153
584
$93K 0.01%
13,427
+9,020
585
$91K 0.01%
4,764
-1,052
586
$87K 0.01%
2,011
+2
587
$84K 0.01%
10,064
588
$74K 0.01%
12,091
589
$70K 0.01%
16,170
590
$60K 0.01%
+1,923
591
$49K ﹤0.01%
+10,896
592
$29K ﹤0.01%
1,778
593
$20K ﹤0.01%
12,300
594
$16K ﹤0.01%
10,000
+5,164
595
– –
0
596
$7K ﹤0.01%
15
597
$4K ﹤0.01%
667
598
– –
-980
599
– –
-2,015
600
– –
-550
22 23
24
25 26