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
1851
– –
-80
1852
– –
-6,789
1853
– –
-9,314
1854
– –
-600
1855
– –
-4,493
1856
– –
-37
1857
– –
-660
1858
– –
-1,057
1859
– –
-2,517
1860
– –
-185
1861
– –
-306
1862
– –
-25
1863
– –
-114
1864
– –
-507
1865
– –
-95
1866
– –
-640
1867
– –
-182
1868
– –
-2,285
1869
– –
-85
1870
– –
-160
1871
– –
-458
1872
– –
-200
1873
– –
-767
1874
– –
-3,057
1875
– –
-135
73 74
75
76 77