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
76
$3.23M 0.32%
40,359
-211
77
$3.22M 0.32%
1,498
-8
78
$3.16M 0.31%
28,900
-160
79
$3.14M 0.31%
117,492
+9,540
80
$3.11M 0.31%
40,437
+1,573
81
$3.09M 0.31%
136,412
-4,600
82
$3.03M 0.3%
144,526
-35,161
83
$2.99M 0.3%
38,935
-3,459
84
$2.99M 0.3%
23,300
+604
85
$2.94M 0.29%
41,070
-514
86
$2.92M 0.29%
47,978
+269
87
$2.92M 0.29%
25,958
-35,566
88
$2.92M 0.29%
10,641
-85
89
$2.88M 0.29%
66,857
+9,996
90
$2.88M 0.29%
138,186
-5,553
91
$2.85M 0.28%
54,538
+955
92
$2.83M 0.28%
48,073
+163
93
$2.8M 0.28%
+29,119
94
$2.8M 0.28%
12,304
+12
95
$2.78M 0.28%
21,864
-9
96
$2.76M 0.27%
182,040
-23,030
97
$2.76M 0.27%
6,414
+40
98
$2.75M 0.27%
9,165
-382
99
$2.73M 0.27%
52,149
-6,724
100
$2.69M 0.27%
38,427
-1,254
2 3
4
5 6