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
2001
– –
-2,389
2002
– –
-1,544
2003
– –
-1,198
2004
– –
-2,157
2005
– –
-560
2006
– –
-17
2007
– –
-100
2008
– –
-713
2009
– –
-4,031
2010
– –
-42
2011
– –
-78
2012
– –
-300
2013
– –
-64
2014
– –
-88
2015
– –
-600
2016
– –
-111
2017
– –
-17,735
2018
– –
-312
2019
– –
-8,175
2020
– –
-63
2021
– –
-3,720
2022
– –
-421
2023
– –
-61
2024
– –
-54
2025
– –
-8
79 80
81
82 83