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
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52
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54
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55
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57
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58
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59
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60
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61
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-9,599
62
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-9,000
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3