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
126
$1.97M 0.2%
56,563
+113
127
$1.97M 0.2%
38,470
+430
128
$1.94M 0.19%
216,962
-8,235
129
$1.92M 0.19%
7,794
-277
130
$1.92M 0.19%
30,974
-956
131
$1.89M 0.19%
7,673
-307
132
$1.86M 0.18%
47,959
+972
133
$1.85M 0.18%
24,341
-90
134
$1.84M 0.18%
23,737
-1,354
135
$1.81M 0.18%
13,157
+490
136
$1.79M 0.18%
8,886
-785
137
$1.76M 0.17%
42,115
+2,899
138
$1.74M 0.17%
19,252
+132
139
$1.73M 0.17%
5,328
+479
140
$1.72M 0.17%
17,938
-1,412
141
$1.72M 0.17%
41,439
-1,235
142
$1.71M 0.17%
20,863
+7
143
$1.71M 0.17%
24,417
+1,156
144
$1.7M 0.17%
64,629
-354
145
$1.69M 0.17%
7,930
-77
146
$1.69M 0.17%
30,528
+17,222
147
$1.67M 0.17%
69,833
+28,407
148
$1.65M 0.16%
42,564
+99
149
$1.64M 0.16%
9,925
+144
150
$1.62M 0.16%
18,572
+7,942
4 5
6
7 8