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
101
$2.92M 0.22%
56,110
+15,061
102
$2.83M 0.21%
40,013
+1,018
103
$2.8M 0.21%
32,207
-1,266
104
$2.79M 0.21%
58,936
+2,137
105
$2.78M 0.21%
12,147
+155
106
$2.71M 0.2%
9,292
+794
107
$2.71M 0.2%
29,684
-2,524
108
$2.62M 0.2%
6,164
+432
109
$2.61M 0.2%
342,036
+365
110
$2.6M 0.2%
41,969
-1,276
111
$2.57M 0.19%
56,247
-70,965
112
$2.54M 0.19%
19,064
+1,934
113
$2.53M 0.19%
17,975
+583
114
$2.52M 0.19%
11,518
-405
115
$2.51M 0.19%
8,141
+568
116
$2.49M 0.19%
17,079
+22
117
$2.48M 0.19%
49,864
-1,684
118
$2.47M 0.19%
13,545
+797
119
$2.42M 0.18%
91,021
-6,567
120
$2.41M 0.18%
30,685
-381
121
$2.4M 0.18%
82,933
-1,199
122
$2.38M 0.18%
46,404
+5,024
123
$2.35M 0.18%
9,188
-28
124
$2.3M 0.17%
9,644
-752
125
$2.27M 0.17%
53,084
-5,085
3 4
5
6 7