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
$52.8M
AUM Growth
+$7.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$3.31M
3
+$2.87M
4
BABA icon
Alibaba
BABA
+$2.13M
5
IMCR icon
Immunocore
IMCR
+$685K

Top Sells

1
+$3.82M
2
+$2.39M
3
+$2.05M
4
PAAS icon
Pan American Silver
PAAS
+$1.99M
5
SE icon
Sea Limited
SE
+$1.58M

Sector Composition

1 Consumer Discretionary 27.94%
2 Technology 17.27%
3 Communication Services 7.76%
4 Industrials 6.77%
5 Healthcare 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$133K 0.25%
+15,385
52
$119K 0.22%
+25,000
53
$99.6K 0.19%
+42,731
54
$56.2K 0.11%
+59,347
55
$34.9K 0.07%
+5,250
56
– –
-1,393
57
– –
-54,251
58
– –
-9,178
59
– –
-125,000
60
– –
-6,850
61
– –
-175,079
62
– –
-200,000
1 2
3