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
1226
– –
-99
1227
– –
-25
1228
– –
-136
1229
– –
-596
1230
– –
-2,291
1231
– –
-544
1232
– –
-5,792
1233
– –
-310
1234
– –
-35
1235
– –
-717
1236
– –
-3,039
1237
– –
-246
1238
– –
-4,000
1239
– –
-1,000
1240
– –
-148
1241
– –
-2,098
1242
– –
-195
1243
– –
-574
1244
– –
-4,100
1245
– –
-332
1246
– –
-189
1247
– –
-258
1248
– –
-1,925
1249
– –
-2,580
1250
– –
-2,630
48 49
50
51 52