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
1901
– –
-1,634
1902
– –
-251
1903
– –
-2,894
1904
– –
-8,655
1905
– –
-150
1906
– –
-200
1907
– –
-70
1908
– –
-391
1909
– –
-550
1910
– –
-5,376
1911
– –
-2,625
1912
– –
-1,858
1913
– –
-453
1914
– –
-88
1915
– –
-544
1916
– –
-35
1917
– –
-2,507
1918
– –
-120
1919
– –
-1,078
1920
– –
-120
1921
– –
-404
1922
– –
-1,955
1923
– –
-38
1924
– –
-1,357
1925
– –
-2,490
75 76
77
78 79