Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.55B
1-Year Est. Return 18.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.25%
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
State Street 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
2101
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-1,124
2102
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2103
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-890
2104
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2105
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2106
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-250
2107
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2108
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-1,278
2109
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-1,728
2110
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-1,668
2111
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-14
2112
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-125
2113
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2114
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-49
2115
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-31
2116
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-750
2117
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-13
2118
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-110
2119
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2120
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2121
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2122
– –
-5,436
2123
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-400
2124
– –
-825
2125
– –
-280
83 84
85
86 87