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
651
– –
-1,200
652
– –
-207
653
– –
-51
654
– –
-540
655
– –
-3,498
656
– –
-3,364
657
– –
-2,174
658
– –
-74
659
– –
-50
660
– –
-120
661
– –
-436
662
– –
-1,269
663
– –
-1,560
664
– –
-4,423
665
– –
-2,625
666
– –
-1,212
667
– –
-1,296
668
– –
-447
669
– –
-5,852
670
– –
-676
671
– –
-336
672
– –
-728
673
– –
-148
674
– –
-2,055
675
– –
-4,964
25 26
27
28 29