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
1826
– –
-2,000
1827
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-296
1828
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-1,650
1829
– –
-1,531
1830
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-800
1831
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-2,123
1832
– –
-228
1833
– –
-1,432
1834
– –
-56
1835
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-150
1836
– –
-1,829
1837
– –
-2,735
1838
– –
-23
1839
– –
-67
1840
– –
-2,635
1841
– –
-705
1842
– –
-201
1843
– –
-1,435
1844
– –
-600
1845
– –
-8,540
1846
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-1,683
1847
– –
-102
1848
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-90
1849
– –
-76
1850
– –
-136
72 73
74
75 76