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
2001
– –
-42
2002
– –
-5,185
2003
– –
-78
2004
– –
-300
2005
– –
-64
2006
– –
-88
2007
– –
-600
2008
– –
-111
2009
– –
-17,735
2010
– –
-312
2011
– –
-8,175
2012
– –
-1,322
2013
– –
-3,054
2014
– –
-269
2015
– –
-63
2016
– –
-3,720
2017
– –
-421
2018
– –
-34
2019
– –
-61
2020
– –
-54
2021
– –
-400
2022
– –
-561
2023
– –
-680
2024
– –
-1,809
2025
– –
-8
79 80
81
82 83