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
1301
– –
-1,514
1302
– –
-154
1303
– –
-811
1304
– –
-4,048
1305
– –
-1,775
1306
– –
-1,045
1307
– –
-14
1308
– –
-150
1309
– –
-200
1310
– –
-150
1311
– –
-291
1312
– –
-7,091
1313
– –
-33
1314
– –
-1,640
1315
– –
-4,600
1316
– –
-146
1317
– –
-2,343
1318
– –
-200
1319
– –
-110
1320
– –
-2,354
1321
– –
-1,938
1322
– –
-905
1323
– –
-4,708
1324
– –
-512
1325
– –
-497
51 52
53
54 55