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
$127M
AUM Growth
+$73.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$7.38M
3
+$6.99M
4
PDD icon
Pinduoduo
PDD
+$6.21M
5
FCX icon
Freeport-McMoran
FCX
+$6.14M

Top Sells

1
+$4.06M
2
+$3.03M
3
+$1.68M
4
BNTX icon
BioNTech
BNTX
+$682K
5
MRNA icon
Moderna
MRNA
+$679K

Sector Composition

1 Consumer Discretionary 27.62%
2 Materials 17.55%
3 Technology 14.49%
4 Financials 5.13%
5 Communication Services 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$793K 0.63%
111,078
27
$793K 0.63%
+8,610
28
$788K 0.62%
+24,436
29
$728K 0.58%
48,557
-11,218
30
$640K 0.51%
+6,529
31
$639K 0.5%
5,800
32
$556K 0.44%
+3,720
33
$556K 0.44%
10,357
+4,812
34
$550K 0.44%
+26,058
35
$522K 0.41%
+32,980
36
$511K 0.4%
33,855
-3,126
37
$509K 0.4%
+13,141
38
$491K 0.39%
+9,270
39
$490K 0.39%
+4,914
40
$471K 0.37%
+3,836
41
$464K 0.37%
+5,621
42
$437K 0.35%
+13,364
43
$432K 0.34%
+864
44
$424K 0.33%
+22,000
45
$423K 0.33%
+12,007
46
$414K 0.33%
6,100
-2,000
47
$379K 0.3%
+9,028
48
$361K 0.29%
+727
49
$356K 0.28%
25,628
50
$312K 0.25%
+4,024
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