EAM

Eschler Asset Management Portfolio holdings

AUM $133M
1-Year Est. Return 50.49%
This Quarter Est. Return
1 Year Est. Return
+50.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
+$28.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$7.86M
3
+$4.69M
4
XPEV icon
XPeng
XPEV
+$3.45M
5
API
Agora
API
+$3.3M

Top Sells

1
+$2.34M
2
+$1.64M
3
+$581K
4
TSM icon
TSMC
TSM
+$558K
5
ADI icon
Analog Devices
ADI
+$517K

Sector Composition

1 Materials 23.17%
2 Consumer Discretionary 17.16%
3 Technology 5.63%
4 Communication Services 4.67%
5 Financials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$493K 0.46%
+54,819
27
$451K 0.42%
+1,100
28
$448K 0.42%
+7,300
29
$441K 0.41%
+7,000
30
$431K 0.4%
+4,200
31
$431K 0.4%
3,730
-3,604
32
$418K 0.39%
+2,450
33
$415K 0.39%
25,628
34
$413K 0.39%
+10,000
35
$383K 0.36%
+3,500
36
$378K 0.35%
95,093
-13,287
37
$369K 0.35%
+16,466
38
$368K 0.34%
+5,065
39
$361K 0.34%
+9,200
40
$349K 0.33%
+8,400
41
$348K 0.33%
3,200
-200
42
$317K 0.3%
6,850
43
$241K 0.23%
+1,397
44
$239K 0.22%
+10,948
45
$227K 0.21%
+9,230
46
$226K 0.21%
8,098
47
$217K 0.2%
+29,892
48
$212K 0.2%
+715
49
$206K 0.19%
59,347
50
– –
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