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
2076
– –
-285
2077
– –
-1,741
2078
– –
-12
2079
– –
-125
2080
– –
-536
2081
– –
-28
2082
– –
-66
2083
– –
-2,187
2084
– –
-127
2085
– –
-1,786
2086
– –
-3,986
2087
– –
-2,054
2088
– –
-3,089
2089
– –
-854
2090
– –
-1,401
2091
– –
-100
2092
– –
-2,000
2093
– –
-324
2094
– –
-280
2095
– –
-80
2096
– –
-2,312
2097
– –
-992
2098
– –
-150
2099
– –
-350
2100
– –
-126
82 83
84
85 86