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
1876
– –
-6,622
1877
– –
-154
1878
– –
-7,507
1879
– –
-5
1880
– –
-1,000
1881
– –
-57
1882
– –
-1,634
1883
– –
-251
1884
– –
-2,894
1885
– –
-8,655
1886
– –
-150
1887
– –
-200
1888
– –
-70
1889
– –
-391
1890
– –
-550
1891
– –
-5,376
1892
– –
-2,625
1893
– –
-1,858
1894
– –
-453
1895
– –
-88
1896
– –
-544
1897
– –
-35
1898
– –
-2,507
1899
– –
-445
1900
– –
-26
74 75
76
77 78