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
2026
– –
-3,093
2027
– –
-596
2028
– –
-200
2029
– –
-235
2030
– –
-1,590
2031
– –
-515
2032
– –
-917
2033
– –
-285
2034
– –
-4
2035
– –
-50
2036
– –
-583
2037
– –
-180
2038
– –
-600
2039
– –
-3,413
2040
– –
-536
2041
– –
-28
2042
– –
-66
2043
– –
-2,187
2044
– –
-127
2045
– –
-1,786
2046
– –
-3,986
2047
– –
-2,054
2048
– –
-3,089
2049
– –
-1,401
2050
– –
-100
80 81
82
83 84