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
101
$2.69M 0.27%
19,903
+7,226
102
$2.66M 0.26%
29,651
+1,534
103
$2.66M 0.26%
53,604
+18,639
104
$2.59M 0.26%
35,924
+2,201
105
$2.55M 0.25%
56,720
-950
106
$2.47M 0.25%
26,745
+2,783
107
$2.43M 0.24%
48,095
+6,377
108
$2.42M 0.24%
15,848
+137
109
$2.42M 0.24%
123,983
-2,739
110
$2.39M 0.24%
18,728
+777
111
$2.38M 0.24%
131,976
+22,269
112
$2.38M 0.24%
14,761
+225
113
$2.36M 0.23%
37,546
+418
114
$2.28M 0.23%
11,557
+309
115
$2.24M 0.22%
11,387
+242
116
$2.23M 0.22%
+1,488,443
117
$2.23M 0.22%
7,061
-6
118
$2.22M 0.22%
90,122
-6,222
119
$2.14M 0.21%
34,934
-1,823
120
$2.12M 0.21%
22,193
+36
121
$2.09M 0.21%
50,160
-23,801
122
$2.02M 0.2%
25,277
+2,454
123
$2.01M 0.2%
8,270
+624
124
$2M 0.2%
64,212
+1,760
125
$1.99M 0.2%
27,069
-1,228
3 4
5
6 7