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
201
$1.18M 0.12%
31,396
-100
202
$1.18M 0.12%
11,401
-25
203
$1.17M 0.12%
3,207
-1,732
204
$1.17M 0.12%
24,147
-774
205
$1.16M 0.12%
4,914
+78
206
$1.14M 0.11%
6,584
+208
207
$1.14M 0.11%
8,046
-153
208
$1.14M 0.11%
13,839
+1,268
209
$1.14M 0.11%
51,214
-1,735
210
$1.13M 0.11%
21,888
+65
211
$1.13M 0.11%
12,195
-2,069
212
$1.12M 0.11%
17,781
-237
213
$1.11M 0.11%
90,187
-12,110
214
$1.11M 0.11%
83,336
+63,854
215
$1.08M 0.11%
23,596
+824
216
$1.08M 0.11%
22,105
+494
217
$1.08M 0.11%
47,462
-11,572
218
$1.08M 0.11%
52,328
+830
219
$1.08M 0.11%
+33,854
220
$1.07M 0.11%
10,738
-418
221
$1.07M 0.11%
20,387
-1,067
222
$1.06M 0.11%
11,706
-64
223
$1.06M 0.11%
9,953
+911
224
$1.05M 0.1%
140,031
-1,672
225
$1.04M 0.1%
29,720
-280
7 8
9
10 11