EAM

Eschler Asset Management Portfolio holdings

AUM $135M
1-Year Est. Return 78.07%
This Quarter Est. Return
1 Year Est. Return
+78.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$45.4M
AUM Growth
-$3.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$1.99M
3
+$1.66M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.54M
5
IMCR icon
Immunocore
IMCR
+$939K

Top Sells

1
+$1.76M
2
+$911K
3
+$519K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$477K
5
BNTX icon
BioNTech
BNTX
+$432K

Sector Composition

1 Consumer Discretionary 42.34%
2 Technology 13.16%
3 Materials 10.81%
4 Communication Services 6.8%
5 Industrials 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-73,000
52
– –
-750
53
– –
-4,150
1 2
3