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
701
– –
-6,302
702
– –
-325
703
– –
-3,149
704
– –
-8,630
705
– –
-1,815
706
– –
-719
707
– –
-2,441
708
– –
-1,158
709
– –
-1,306
710
– –
-360
711
– –
-130
712
– –
-325
713
– –
-291
714
– –
-7,950
715
– –
-2,181
716
– –
-1,548
717
– –
-361
718
– –
-200
719
– –
-8,011
720
– –
-1,000
721
– –
-156
722
– –
-254
723
– –
-2,150
724
– –
-1,169
725
– –
-155
27 28
29
30 31