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
1076
– –
-278
1077
– –
-1,164
1078
– –
-20
1079
– –
-2,145
1080
– –
-2,534
1081
– –
-350
1082
– –
-1,273
1083
– –
-1,132
1084
– –
-2,600
1085
– –
-2,092
1086
– –
-95
1087
– –
-1,535
1088
– –
-998
1089
– –
-266
1090
– –
-50
1091
– –
-357
1092
– –
-531
1093
– –
-65
1094
– –
-254
1095
– –
-1,315
1096
– –
-2,200
1097
– –
-2,892
1098
– –
-3,252
1099
– –
-101
1100
– –
-500
42 43
44
45 46