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
1976
– –
-750
1977
– –
-13
1978
– –
-110
1979
– –
-218
1980
– –
-225
1981
– –
-992
1982
– –
-1,864
1983
– –
-428
1984
– –
-23
1985
– –
-415
1986
– –
-5,436
1987
– –
-400
1988
– –
-1,155
1989
– –
-825
1990
– –
-280
1991
– –
-300
1992
– –
-225
1993
– –
-436
1994
– –
-20
1995
– –
-176
1996
– –
-1,095
1997
– –
-1,100
1998
– –
-25
1999
– –
-17
2000
– –
-9,226
78 79
80
81 82