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
1251
– –
-242
1252
– –
-100
1253
– –
-1,680
1254
– –
-100
1255
– –
-6
1256
– –
-225
1257
– –
-225
1258
– –
-100
1259
– –
-700
1260
– –
-400
1261
– –
-12
1262
– –
-817
1263
– –
-1,976
1264
– –
-66
1265
– –
-300
1266
– –
-823
1267
– –
-100
1268
– –
-50
1269
– –
-918
1270
– –
-33
1271
– –
-428
1272
– –
-407
1273
– –
-200
1274
– –
-1,241
1275
– –
-578
49 50
51
52 53