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
$52.8M
AUM Growth
+$7.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$3.31M
3
+$2.87M
4
BABA icon
Alibaba
BABA
+$2.13M
5
IMCR icon
Immunocore
IMCR
+$685K

Top Sells

1
+$3.82M
2
+$2.39M
3
+$2.05M
4
PAAS icon
Pan American Silver
PAAS
+$1.99M
5
SE icon
Sea Limited
SE
+$1.58M

Sector Composition

1 Consumer Discretionary 27.94%
2 Technology 17.27%
3 Communication Services 7.76%
4 Industrials 6.77%
5 Healthcare 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$603K 1.14%
5,800
27
$541K 1.03%
9,900
+1,500
28
$486K 0.92%
8,100
29
$457K 0.87%
3,600
30
$420K 0.8%
+4,217
31
$378K 0.72%
+25,628
32
$351K 0.66%
+36,981
33
$347K 0.66%
+36,805
34
$338K 0.64%
+5,545
35
$326K 0.62%
+20,162
36
$266K 0.5%
3,730
37
$252K 0.48%
36,000
38
$245K 0.46%
+4,783
39
$236K 0.45%
37,506
40
$234K 0.44%
+6,699
41
$224K 0.42%
9,230
42
$224K 0.42%
4,815
43
$214K 0.4%
+8,098
44
$213K 0.4%
10,948
45
$186K 0.35%
5,543
46
$160K 0.3%
+31,150
47
$156K 0.3%
+686
48
$155K 0.29%
+14,185
49
$137K 0.26%
+12,037
50
$137K 0.26%
+30,728
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