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
1701
– –
-36
1702
– –
-1,357
1703
– –
-2,490
1704
– –
-585
1705
– –
-191
1706
– –
-132
1707
– –
-667
1708
– –
-1,323
1709
– –
-266
1710
– –
-25
1711
– –
-2,564
1712
– –
-2,150
1713
– –
-75
1714
– –
-2,070
1715
– –
-680
1716
– –
-402
1717
– –
-1,525
1718
– –
-1,984
1719
– –
-1,677
1720
– –
-98
1721
– –
-1,933
1722
– –
-383
1723
– –
-2,091
1724
– –
-1,499
1725
– –
-1,165
67 68
69
70 71