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
1
$32.7M 3.25%
238,939
-2,728
2
$31.4M 3.12%
237,906
+10,168
3
$26.4M 2.62%
1,820,304
+109,892
4
$21.7M 2.16%
908,889
+34,401
5
$20.9M 2.08%
269,175
-1,644
6
$19.9M 1.98%
486,485
+36,813
7
$16.1M 1.6%
382,450
+948
8
$14.5M 1.44%
38,396
+2,232
9
$13.9M 1.38%
166,055
+147
10
$13.8M 1.37%
53,863
+576
11
$12.9M 1.28%
168,511
+89
12
$11.3M 1.13%
106,862
+17,882
13
$10.8M 1.07%
61,355
+1,557
14
$10.8M 1.07%
126,170
-5,336
15
$9.88M 0.98%
55,664
+10,357
16
$9.5M 0.94%
454,281
+10,740
17
$9.16M 0.91%
32,701
-137
18
$9.15M 0.91%
24,126
-35
19
$8.78M 0.87%
48,110
-78
20
$7.3M 0.73%
143,841
+22,101
21
$7.24M 0.72%
14,094
+479
22
$7.18M 0.71%
38,043
+1,381
23
$6.99M 0.69%
45,625
-19,011
24
$6.92M 0.69%
124,863
+12,638
25
$6.8M 0.68%
115,011
+831
1
2 3 4 5