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
51
$4.21M 0.42%
114,319
+953
52
$4.2M 0.42%
38,580
-1,180
53
$4.19M 0.42%
43,671
-486
54
$4.17M 0.41%
48,739
-1,121
55
$4.13M 0.41%
54,869
-16,011
56
$4.07M 0.4%
95,481
-2,784
57
$3.99M 0.4%
36,720
+431
58
$3.89M 0.39%
64,241
-314
59
$3.85M 0.38%
54,416
-4,028
60
$3.81M 0.38%
7,943
+3,776
61
$3.76M 0.37%
92,793
+2,139
62
$3.75M 0.37%
82,975
+205
63
$3.75M 0.37%
148,130
+1,716
64
$3.75M 0.37%
6,897
-31
65
$3.69M 0.37%
27,526
+1,179
66
$3.67M 0.37%
38,475
-199
67
$3.66M 0.36%
23,820
-46
68
$3.64M 0.36%
97,261
+33,877
69
$3.57M 0.35%
242,238
-768
70
$3.55M 0.35%
32,819
+13,322
71
$3.53M 0.35%
171,141
+169,989
72
$3.51M 0.35%
223,244
+60,740
73
$3.46M 0.34%
464,155
+703
74
$3.33M 0.33%
48,696
-932
75
$3.32M 0.33%
36,291
-1,165
1 2
3
4 5