EAM

Eschler Asset Management Portfolio holdings

AUM $147M
1-Year Est. Return 94.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+94.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$10.5M
3
+$4.69M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$4.65M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.21M

Top Sells

1
+$16.1M
2
+$11.3M
3
+$8.09M
4
AU icon
AngloGold Ashanti
AU
+$7.03M
5
AEM icon
Agnico Eagle Mines
AEM
+$4.21M

Sector Composition

1 Materials 46.39%
2 Communication Services 8.01%
3 Technology 5.74%
4 Financials 3.97%
5 Healthcare 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GDXJ icon
1
VanEck Junior Gold Miners ETF
GDXJ
$12.1B
$22.8M 15.47%
200,000
+144,219
AGI icon
2
Alamos Gold
AGI
$23.2B
$20.1M 13.68%
521,620
+300,000
NEM icon
3
Newmont
NEM
$140B
$17.5M 11.88%
175,000
IAUX
4
i-80 Gold Corp
IAUX
$1.69B
$10.9M 7.44%
7,500,000
HL icon
5
Hecla Mining
HL
$16.5B
$4.8M 3.26%
+250,000
VOO icon
6
Vanguard S&P 500 ETF
VOO
$855B
$4.74M 3.22%
+7,552
VXUS icon
7
Vanguard Total International Stock ETF
VXUS
$138B
$4.69M 3.19%
+62,218
GOOG icon
8
Alphabet (Google) Class C
GOOG
$3.71T
$4.61M 3.13%
+14,690
BSV icon
9
Vanguard Short-Term Bond ETF
BSV
$43.4B
$3.84M 2.61%
+48,682
META icon
10
Meta Platforms (Facebook)
META
$1.65T
$3.56M 2.42%
5,396
-388
SBSW icon
11
Sibanye-Stillwater
SBSW
$12B
$3.36M 2.28%
235,475
+163,908
NVDA icon
12
NVIDIA
NVDA
$4.43T
$3.34M 2.27%
17,930
+10,631
BZ icon
13
Kanzhun
BZ
$7.52B
$3.06M 2.08%
150,000
IMCR icon
14
Immunocore
IMCR
$1.66B
$2.78M 1.89%
80,000
+40,000
CDE icon
15
Coeur Mining
CDE
$17.3B
$2.29M 1.56%
+128,690
AVGO icon
16
Broadcom
AVGO
$1.51T
$2.23M 1.52%
+6,449
SSRM icon
17
SSR Mining
SSRM
$6.49B
$2.17M 1.47%
+98,930
BTG icon
18
B2Gold
BTG
$8.03B
$2.12M 1.44%
+469,257
EZA icon
19
iShares MSCI South Africa ETF
EZA
$1.09B
$1.86M 1.26%
+27,000
FUTU icon
20
Futu Holdings
FUTU
$20.8B
$1.81M 1.23%
+11,000
HMY icon
21
Harmony Gold Mining
HMY
$14.1B
$1.4M 0.95%
70,596
+58,978
MSOS icon
22
AdvisorShares Pure US Cannabis ETF
MSOS
$726M
$1.4M 0.95%
296,784
+210,456
IAG icon
23
IAMGOLD
IAG
$14.3B
$1.4M 0.95%
+84,717
ENVA icon
24
Enova International
ENVA
$3.5B
$1.39M 0.94%
8,812
+5,436
ARKX icon
25
ARK Space & Defense Innovation ETF
ARKX
$737M
$1.32M 0.89%
+45,383
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