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
151
$1.61M 0.16%
8,866
+1,849
152
$1.61M 0.16%
22,915
-85
153
$1.6M 0.16%
20,995
-8,661
154
$1.6M 0.16%
61,952
-20,337
155
$1.58M 0.16%
61,236
+44
156
$1.57M 0.16%
12,767
-7
157
$1.56M 0.15%
65,082
+1,522
158
$1.55M 0.15%
53,274
-1,082
159
$1.52M 0.15%
52,017
+639
160
$1.5M 0.15%
6,290
-58
161
$1.5M 0.15%
45,308
+597
162
$1.49M 0.15%
20,936
+1,226
163
$1.47M 0.15%
31,081
-10,000
164
$1.45M 0.14%
15,691
+3
165
$1.45M 0.14%
14,042
-239
166
$1.44M 0.14%
35,609
+22,204
167
$1.43M 0.14%
12,252
+1,002
168
$1.43M 0.14%
48,744
+327
169
$1.41M 0.14%
24,016
-26,909
170
$1.41M 0.14%
28,110
-95
171
$1.41M 0.14%
79,431
+1,123
172
$1.41M 0.14%
62,303
+436
173
$1.4M 0.14%
77,577
+4,460
174
$1.39M 0.14%
31,423
+2,622
175
$1.38M 0.14%
9,734
-13
5 6
7
8 9