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
1951
– –
-680
1952
– –
-184
1953
– –
-77
1954
– –
-833
1955
– –
-1,038
1956
– –
-180
1957
– –
-16
1958
– –
-193
1959
– –
-1,174
1960
– –
-500
1961
– –
-775
1962
– –
-400
1963
– –
-55
1964
– –
-687
1965
– –
-800
1966
– –
-716
1967
– –
-2,500
1968
– –
-1,124
1969
– –
-389
1970
– –
-9,136
1971
– –
-42
1972
– –
-150
1973
– –
-1,000
1974
– –
-816
1975
– –
-686
77 78
79
80 81