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
1926
– –
-2,200
1927
– –
-1,278
1928
– –
-1,618
1929
– –
-300
1930
– –
-2,264
1931
– –
-2,391
1932
– –
-850
1933
– –
-88
1934
– –
-2,029
1935
– –
-16
1936
– –
-330
1937
– –
-2,299
1938
– –
-52
1939
– –
-8,347
1940
– –
-1,876
1941
– –
-45
1942
– –
-2
1943
– –
-504
1944
– –
-3,887
1945
– –
-186
1946
– –
-250
1947
– –
-1,124
1948
– –
-40
1949
– –
-136
1950
– –
-255
76 77
78
79 80