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
1926
– –
-166
1927
– –
-1,530
1928
– –
-15
1929
– –
-547
1930
– –
-250
1931
– –
-695
1932
– –
-408
1933
– –
-500
1934
– –
-112
1935
– –
-1,278
1936
– –
-1,728
1937
– –
-200
1938
– –
-1,100
1939
– –
-5,159
1940
– –
-3,310
1941
– –
-225
1942
– –
-1,711
1943
– –
-1,668
1944
– –
-14
1945
– –
-224
1946
– –
-600
1947
– –
-1,100
1948
– –
-125
1949
– –
-465
1950
– –
-49
76 77
78
79 80