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
1801
– –
-695
1802
– –
-211
1803
– –
-133
1804
– –
-308
1805
– –
-2,166
1806
– –
-1,732
1807
– –
-400
1808
– –
-398
1809
– –
-1,583
1810
– –
-2,022
1811
– –
-1,723
1812
– –
-68
1813
– –
-2,082
1814
– –
-1,100
1815
– –
-1,000
1816
– –
-134
1817
– –
-405
1818
– –
-55
1819
– –
-1,212
1820
– –
-360
1821
– –
-600
1822
– –
-1,538
1823
– –
-130
1824
– –
-694
1825
– –
-2,129
71 72
73
74 75