Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.55B
1-Year Est. Return 18.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$5.88M
2
+$4.83M
3
+$3.23M
4
FEZ icon
State Street SPDR EURO STOXX 50 ETF
FEZ
+$2.27M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$2.13M

Top Sells

1
+$3.21M
2
+$1.69M
3
+$1.07M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$655K
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$650K

Sector Composition

1 Technology 11.55%
2 Industrials 5.25%
3 Financials 4.16%
4 Consumer Staples 4.06%
5 Healthcare 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
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702
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703
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-12,842
704
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-2,544
705
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-5,732
706
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-1,646
707
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-2,820
708
– –
-5,354
709
– –
-4,000
710
– –
-1,692
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