EAM

Eschler Asset Management Portfolio holdings

AUM $147M
1-Year Est. Return 94.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+94.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$92.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$9.48M
3
+$9.17M
4
GDS icon
GDS Holdings
GDS
+$9M
5
AEM icon
Agnico Eagle Mines
AEM
+$5.8M

Top Sells

1
+$4.23M
2
+$2.54M
3
+$2.4M
4
AZO icon
AutoZone
AZO
+$1.77M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.59M

Sector Composition

1 Materials 31.61%
2 Industrials 18.38%
3 Technology 16.65%
4 Communication Services 6.55%
5 Consumer Discretionary 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.82%
+18,554
27
$1.02M 0.77%
+8,286
28
$1.01M 0.76%
+238,329
29
$983K 0.74%
+4,726
30
$965K 0.73%
+8,253
31
$933K 0.7%
+8,690
32
$930K 0.7%
+25,988
33
$917K 0.69%
+8,275
34
$868K 0.66%
+2,713
35
$866K 0.65%
+30,599
36
$856K 0.65%
+33,331
37
$799K 0.6%
85,000
-65,000
38
$764K 0.58%
8,000
39
$722K 0.54%
10,298
-4,002
40
$721K 0.54%
226,700
41
$714K 0.54%
+9,728
42
$630K 0.48%
5,478
-304
43
$628K 0.47%
+7,400
44
$576K 0.43%
+6,159
45
$564K 0.43%
+76,700
46
$532K 0.4%
696
-737
47
$525K 0.4%
9,230
+2,380
48
$508K 0.38%
35,000
49
$451K 0.34%
37,100
-22,500
50
$425K 0.32%
+35,000
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