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
1951
– –
-31
1952
– –
-750
1953
– –
-13
1954
– –
-110
1955
– –
-218
1956
– –
-486
1957
– –
-444
1958
– –
-600
1959
– –
-962
1960
– –
-500
1961
– –
-743
1962
– –
-225
1963
– –
-992
1964
– –
-1,864
1965
– –
-428
1966
– –
-700
1967
– –
-23
1968
– –
-415
1969
– –
-5,436
1970
– –
-3,600
1971
– –
-400
1972
– –
-1,155
1973
– –
-1,000
1974
– –
-248
1975
– –
-825
77 78
79
80 81