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
$67M
AUM Growth
-$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.65M
3
+$1.4M
4
AES icon
AES
AES
+$1.32M
5
FSLR icon
First Solar
FSLR
+$1.3M

Top Sells

1
+$25.3M
2
+$15.6M
3
+$9.49M
4
FCX icon
Freeport-McMoran
FCX
+$9.4M
5
AGI icon
Alamos Gold
AGI
+$6.98M

Sector Composition

1 Technology 22.11%
2 Consumer Discretionary 19.41%
3 Communication Services 13.84%
4 Financials 12.36%
5 Materials 12.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$709K 1.06%
6,500
27
$689K 1.03%
+5,119
28
$670K 1%
10,345
29
$658K 0.98%
+4,262
30
$658K 0.98%
+17,945
31
$654K 0.98%
+75,000
32
$653K 0.98%
+6,500
33
$651K 0.97%
+4,533
34
$646K 0.96%
+157,122
35
$636K 0.95%
51,600
-334,700
36
$629K 0.94%
4,815
37
$624K 0.93%
+7,500
38
$608K 0.91%
+2,500
39
$565K 0.84%
61,078
-50,000
40
$556K 0.83%
1,207
-485
41
$554K 0.83%
+35,000
42
$545K 0.81%
6,980
-2,053
43
$500K 0.75%
8,000
-14,200
44
$497K 0.74%
50,000
45
$491K 0.73%
951
-694
46
$473K 0.71%
+7,256
47
$432K 0.65%
7,750
48
$431K 0.64%
27,409
49
$421K 0.63%
30,000
-30,000
50
$420K 0.63%
25,000
-25,000
1
2
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