EAM

Eschler Asset Management Portfolio holdings

AUM $135M
1-Year Est. Return 78.07%
This Quarter Est. Return
1 Year Est. Return
+78.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$78.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$12.6M
3
+$9.61M
4
META icon
Meta Platforms (Facebook)
META
+$3.29M
5
SE icon
Sea Limited
SE
+$3.09M

Top Sells

No sells this quarter

Sector Composition

1 Materials 28.73%
2 Consumer Discretionary 9.27%
3 Communication Services 8.94%
4 Financials 8.33%
5 Technology 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$517K 0.66%
+2,943
27
$511K 0.65%
+2,357
28
$505K 0.65%
+63,848
29
$473K 0.61%
+70,000
30
$472K 0.6%
+10,948
31
$404K 0.52%
+3,400
32
$401K 0.51%
+25,628
33
$290K 0.37%
+1,150
34
$283K 0.36%
+3,675
35
$271K 0.35%
+8,098
36
$245K 0.31%
+432
37
$238K 0.3%
+3,950
38
$238K 0.3%
+59,347
39
$234K 0.3%
+1,489
40
$229K 0.29%
+9,599
1
2