Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.55B
1-Year Est. Return 18.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.25%
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
1426
– –
-200
1427
– –
-110
1428
– –
-2,354
1429
– –
-1,938
1430
– –
-620
1431
– –
-2,020
1432
– –
-1,168
1433
– –
-633
1434
– –
-4,187
1435
– –
-823
1436
– –
-100
1437
– –
-884
1438
– –
-1,416
1439
– –
-974
1440
– –
-1,400
1441
– –
-1,600
1442
– –
-150
1443
– –
-766
1444
– –
-160
1445
– –
-1,675
1446
– –
-1,685
1447
– –
-2,004
1448
– –
-471
1449
– –
-2,000
1450
– –
-250
56 57
58
59 60