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
$155M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$4.16M
3
+$3.01M
4
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$2.59M
5
KSPI icon
Kaspi.kz JSC
KSPI
+$1.56M

Top Sells

1
+$5.38M
2
+$4.01M
3
+$2.39M
4
AMZN icon
Amazon
AMZN
+$1.8M
5
NVDA icon
NVIDIA
NVDA
+$1.68M

Sector Composition

1 Materials 24.16%
2 Technology 15.36%
3 Financials 12.78%
4 Consumer Discretionary 10.64%
5 Communication Services 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39M 0.9%
+116,475
27
$1.34M 0.87%
+50,000
28
$1.33M 0.86%
+406,634
29
$1.27M 0.82%
2
30
$1.24M 0.8%
12,013
+4,355
31
$1.22M 0.79%
+12,900
32
$1.22M 0.79%
1,459
33
$1.21M 0.78%
+73,800
34
$1.18M 0.76%
215,000
+40,000
35
$1.17M 0.76%
+140,000
36
$1.15M 0.74%
69,475
+14,656
37
$1.11M 0.72%
+5,500
38
$1.01M 0.65%
+12,292
39
$998K 0.65%
+317,800
40
$987K 0.64%
81,500
-77,285
41
$904K 0.58%
13,501
+9,062
42
$884K 0.57%
15,800
-17,800
43
$876K 0.57%
+8,371
44
$824K 0.53%
+42,591
45
$815K 0.53%
4,827
+2,132
46
$778K 0.5%
+11,640
47
$757K 0.49%
+48,926
48
$753K 0.49%
+125,000
49
$743K 0.48%
+223,000
50
$713K 0.46%
+18,667
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