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
1101
– –
-82
1102
– –
-200
1103
– –
-51
1104
– –
-209
1105
– –
-100
1106
– –
-203
1107
– –
-1,125
1108
– –
-36
1109
– –
-58
1110
– –
-267
1111
– –
-135
1112
– –
-284
1113
– –
-183
1114
– –
-259
1115
– –
-2,485
1116
– –
-100
1117
– –
-563
1118
– –
-498
1119
– –
-202
1120
– –
-640
1121
– –
-993
1122
– –
-1,712
1123
– –
-524
1124
– –
-852
1125
– –
-1,995
43 44
45
46 47