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
1826
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-102
1827
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1828
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1829
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-6,789
1830
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-2,174
1831
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1832
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-600
1833
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-4,493
1834
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-37
1835
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-660
1836
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-1,057
1837
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-2,517
1838
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-25
1839
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-114
1840
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-507
1841
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-95
1842
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-640
1843
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1844
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-2,285
1845
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1846
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-458
1847
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1848
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1849
– –
-1,700
1850
– –
-40
72 73
74
75 76