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
1901
– –
-2,183
1902
– –
-330
1903
– –
-2,299
1904
– –
-52
1905
– –
-8,347
1906
– –
-1,090
1907
– –
-10
1908
– –
-314
1909
– –
-1,876
1910
– –
-89
1911
– –
-2
1912
– –
-504
1913
– –
-3,887
1914
– –
-186
1915
– –
-250
1916
– –
-450
1917
– –
-247
1918
– –
-2,111
1919
– –
-1,024
1920
– –
-1,780
1921
– –
-1,679
1922
– –
-800
1923
– –
-1,390
1924
– –
-54
1925
– –
-588
75 76
77
78 79