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
176
$1.37M 0.14%
13,108
+4,122
177
$1.36M 0.13%
261,167
-12,000
178
$1.35M 0.13%
14,069
+2,288
179
$1.32M 0.13%
33,255
-300
180
$1.32M 0.13%
7,541
+83
181
$1.32M 0.13%
13,820
+367
182
$1.31M 0.13%
193,184
-5,936
183
$1.3M 0.13%
32,385
+23,377
184
$1.29M 0.13%
8,645
+614
185
$1.29M 0.13%
26,157
+99
186
$1.29M 0.13%
10,838
-68
187
$1.25M 0.12%
12,301
+1,052
188
$1.24M 0.12%
5,924
+129
189
$1.24M 0.12%
7,045
+997
190
$1.23M 0.12%
48,449
-9,195
191
$1.23M 0.12%
8,602
-14
192
$1.22M 0.12%
20,853
+5,625
193
$1.22M 0.12%
2,005
+4
194
$1.21M 0.12%
8,802
+112
195
$1.21M 0.12%
13,469
-35
196
$1.2M 0.12%
8,526
-580
197
$1.2M 0.12%
6,042
+87
198
$1.18M 0.12%
15,248
-21
199
$1.18M 0.12%
11,863
+2,369
200
$1.18M 0.12%
11,939
+1,043
6 7
8
9 10