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
$107M
AUM Growth
+$28.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1 +$8.04M
2 +$7.86M
3 +$4.69M
4
XPEV icon
XPeng
XPEV
+$3.45M
5
API
Agora
API
+$3.3M

Top Sells

1 +$2.34M
2 +$1.64M
3 +$581K
4
TSM icon
TSMC
TSM
+$558K
5
ADI icon
Analog Devices
ADI
+$517K

Sector Composition

1 Materials 23.17%
2 Consumer Discretionary 17.16%
3 Technology 5.63%
4 Communication Services 4.67%
5 Financials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,943
52
-1,489
53
-1,150
54
-16,140
55
-395
56
-10,948
57
-3,675
58
-4,636
59
-2,357
60
-10,400
61
-9,599
62
-9,000