Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.6B
1-Year Est. Return 20.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.78%
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
+$4.66M
2
+$3.81M
3
+$2.8M
4
AMZN icon
Amazon
AMZN
+$2.24M
5
COST icon
Costco
COST
+$1.92M

Top Sells

1
+$4.41M
2
+$2.9M
3
+$2.89M
4
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.87M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.73M

Sector Composition

1 Technology 9.54%
2 Healthcare 5.79%
3 Consumer Staples 5.23%
4 Industrials 4.95%
5 Consumer Discretionary 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
– –
-100
1127
– –
-884
1128
– –
-1,416
1129
– –
-1,219
1130
– –
-288
1131
– –
-152
1132
– –
-114
1133
– –
-2,421
1134
– –
-888
1135
– –
-236
1136
– –
-1,568
1137
– –
-4,454
1138
– –
-943
1139
– –
-169
1140
– –
-2,000
1141
– –
-1,500
1142
– –
-26
1143
– –
-445
1144
– –
-150
1145
– –
-300
1146
– –
-300
1147
– –
-15
1148
– –
-500
1149
– –
-174
1150
– –
-222
44 45
46
47 48