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
1976
– –
-280
1977
– –
-300
1978
– –
-225
1979
– –
-5,960
1980
– –
-436
1981
– –
-20
1982
– –
-176
1983
– –
-1,095
1984
– –
-1,100
1985
– –
-25
1986
– –
-17
1987
– –
-9,226
1988
– –
-2,389
1989
– –
-1,544
1990
– –
-1,198
1991
– –
-600
1992
– –
-2,157
1993
– –
-560
1994
– –
-17
1995
– –
-100
1996
– –
-6,489
1997
– –
-1,728
1998
– –
-24
1999
– –
-713
2000
– –
-4,031
78 79
80
81 82