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
2026
– –
-663
2027
– –
-116
2028
– –
-1,393
2029
– –
-2,861
2030
– –
-130
2031
– –
-1,218
2032
– –
-222
2033
– –
-174
2034
– –
-500
2035
– –
-10
2036
– –
-129
2037
– –
-60
2038
– –
-2,170
2039
– –
-1,961
2040
– –
-300
2041
– –
-390
2042
– –
-2,078
2043
– –
-2,911
2044
– –
-155
2045
– –
-229
2046
– –
-544
2047
– –
-10
2048
– –
-66
2049
– –
-110
2050
– –
-574
80 81
82
83 84