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
2051
– –
-324
2052
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-280
2053
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-80
2054
– –
-2,312
2055
– –
-992
2056
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-150
2057
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-350
2058
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-126
2059
– –
-158
2060
– –
-100
2061
– –
-535
2062
– –
-300
2063
– –
-1,000
2064
– –
-20
2065
– –
-1,619
2066
– –
-30
2067
– –
-2,670
2068
– –
-1,595
2069
– –
-745
2070
– –
-798
2071
– –
-629
2072
– –
-1,932
2073
– –
-32
2074
– –
-60
2075
– –
-1,618
81 82
83
84 85