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
1826
– –
-2,000
1827
– –
-296
1828
– –
-1,650
1829
– –
-1,531
1830
– –
-800
1831
– –
-1,432
1832
– –
-56
1833
– –
-150
1834
– –
-1,829
1835
– –
-2,735
1836
– –
-23
1837
– –
-705
1838
– –
-201
1839
– –
-1,435
1840
– –
-8,540
1841
– –
-1,683
1842
– –
-102
1843
– –
-90
1844
– –
-76
1845
– –
-6,789
1846
– –
-2,174
1847
– –
-74
1848
– –
-600
1849
– –
-4,493
1850
– –
-37
72 73
74
75 76