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
2001
– –
-6
2002
– –
-24
2003
– –
-33
2004
– –
-1,640
2005
– –
-343
2006
– –
-910
2007
– –
-436
2008
– –
-5,260
2009
– –
-225
2010
– –
-1,393
2011
– –
-10
2012
– –
-129
2013
– –
-60
2014
– –
-2,170
2015
– –
-390
2016
– –
-2,078
2017
– –
-2,911
2018
– –
-10
2019
– –
-66
2020
– –
-110
2021
– –
-574
2022
– –
-300
2023
– –
-500
2024
– –
-406
2025
– –
-174
79 80
81
82 83