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
$126M
AUM Growth
+$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$8.51M
2
+$5.14M
3
+$4.55M
4
AEM icon
Agnico Eagle Mines
AEM
+$2.74M
5
IAUX
i-80 Gold Corp
IAUX
+$2.64M

Top Sells

1
+$3.29M
2
+$3.22M
3
+$3.12M
4
MSTR icon
Strategy Inc
MSTR
+$2.76M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.16M

Sector Composition

1 Materials 34.29%
2 Financials 13.91%
3 Consumer Discretionary 7.87%
4 Communication Services 5.34%
5 Technology 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.26M 1%
157,116
+49,500
27
$1.2M 0.96%
+24,100
28
$1.18M 0.94%
1,459
+66
29
$1.18M 0.93%
+2
30
$1.17M 0.93%
+2,992
31
$1.07M 0.85%
239,494
+128,416
32
$1.02M 0.81%
+175,000
33
$974K 0.77%
54,819
34
$935K 0.74%
+15,024
35
$803K 0.64%
26,915
-155
36
$772K 0.61%
+7,658
37
$769K 0.61%
+5,217
38
$761K 0.6%
7,319
+2,198
39
$631K 0.5%
70,756
-10,000
40
$607K 0.48%
50,000
41
$576K 0.46%
68,367
+13,423
42
$524K 0.42%
+7,961
43
$507K 0.4%
+24,444
44
$492K 0.39%
+3,102
45
$466K 0.37%
+30,000
46
$464K 0.37%
+2,695
47
$440K 0.35%
+72,665
48
$435K 0.34%
+22,243
49
$423K 0.34%
+109,657
50
$423K 0.34%
30,227
+9,327
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