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
$42.5M
AUM Growth
-$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.26M
3
+$1.09M
4
SAND icon
Sandstorm Gold
SAND
+$837K
5
TSM icon
TSMC
TSM
+$789K

Top Sells

1
+$14.6M
2
+$4.49M
3
+$2.86M
4
AMT icon
American Tower
AMT
+$1.4M
5
AES icon
AES
AES
+$1.32M

Sector Composition

1 Financials 21.57%
2 Materials 21.32%
3 Communication Services 18.73%
4 Consumer Discretionary 16.41%
5 Technology 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$448K 1.05%
2,040
27
$447K 1.05%
12,900
-7,939
28
$409K 0.96%
34,900
-16,700
29
$396K 0.93%
6,850
30
$394K 0.93%
+17,500
31
$369K 0.87%
27,409
32
$356K 0.84%
8,318
+3,318
33
$343K 0.81%
7,750
34
$328K 0.77%
12,958
-2,042
35
$302K 0.71%
+37,506
36
$291K 0.68%
+11,000
37
$285K 0.67%
25,000
38
$281K 0.66%
+6,000
39
$268K 0.63%
9,230
40
$248K 0.58%
+86,000
41
$228K 0.54%
30,000
-10,000
42
$215K 0.51%
+425
43
$214K 0.5%
+4,437
44
$205K 0.48%
+40,000
45
$199K 0.47%
85,000
46
$174K 0.41%
+30,000
47
$171K 0.4%
+45,000
48
$75.9K 0.18%
+62,731
49
$62.9K 0.15%
+5,543
50
– –
-44,401
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