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
$85.7M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$3.29M
3
+$3.12M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.16M
5
RA
Brookfield Real Assets Income Fund
RA
+$2.14M

Top Sells

1
+$4.54M
2
+$2.02M
3
+$1.85M
4
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$1.11M
5
AMD icon
Advanced Micro Devices
AMD
+$953K

Sector Composition

1 Materials 19.76%
2 Consumer Discretionary 11.69%
3 Financials 9.65%
4 Technology 6.26%
5 Communication Services 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$696K 0.81%
+80,756
27
$691K 0.81%
10,450
+2,978
28
$676K 0.79%
+23,200
29
$652K 0.76%
+16,440
30
$642K 0.75%
22,780
+6,593
31
$642K 0.75%
37,139
32
$638K 0.74%
305,366
+99,637
33
$630K 0.74%
16,340
-14,324
34
$620K 0.72%
+6,119
35
$585K 0.68%
+80,736
36
$585K 0.68%
10,500
+4,000
37
$557K 0.65%
14,018
-4,202
38
$555K 0.65%
5,954
-2,656
39
$540K 0.63%
27,070
+6,962
40
$528K 0.62%
+50,000
41
$522K 0.61%
+35,000
42
$510K 0.6%
+50,000
43
$490K 0.57%
+111,078
44
$489K 0.57%
+12,306
45
$475K 0.55%
+10,833
46
$445K 0.52%
5,121
-1,173
47
$429K 0.5%
+54,944
48
$421K 0.49%
+22,000
49
$396K 0.46%
2,462
-1,258
50
$377K 0.44%
27,474
+8,672
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