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
1876
– –
-1,700
1877
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-1,357
1878
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-40
1879
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-400
1880
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-853
1881
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-1,900
1882
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-65
1883
– –
-1,800
1884
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-100
1885
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-841
1886
– –
-2,680
1887
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-190
1888
– –
-426
1889
– –
-36
1890
– –
-1,116
1891
– –
-2,693
1892
– –
-1,507
1893
– –
-14,670
1894
– –
-1,202
1895
– –
-155
1896
– –
-38
1897
– –
-1,111
1898
– –
-8,832
1899
– –
-750
1900
– –
-883
74 75
76
77 78