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
2051
– –
-300
2052
– –
-500
2053
– –
-135
2054
– –
-1,015
2055
– –
-460
2056
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-17
2057
– –
-463
2058
– –
-406
2059
– –
-174
2060
– –
-3,093
2061
– –
-596
2062
– –
-200
2063
– –
-235
2064
– –
-1,590
2065
– –
-909
2066
– –
-824
2067
– –
-320
2068
– –
-392
2069
– –
-515
2070
– –
-917
2071
– –
-285
2072
– –
-4
2073
– –
-50
2074
– –
-583
2075
– –
-180
81 82
83
84 85