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
2026
– –
-663
2027
– –
-116
2028
– –
-140
2029
– –
-142
2030
– –
-2,736
2031
– –
-6
2032
– –
-12
2033
– –
-1,393
2034
– –
-3,093
2035
– –
-596
2036
– –
-24
2037
– –
-2,735
2038
– –
-5,852
2039
– –
-294
2040
– –
-2,108
2041
– –
-17
2042
– –
-28
2043
– –
-370
2044
– –
-111
2045
– –
-300
2046
– –
-647
2047
– –
-101
2048
– –
-18
2049
– –
-8,379
2050
– –
-1,000
80 81
82
83 84