EAM

Eschler Asset Management Portfolio holdings

AUM $135M
1-Year Est. Return 78.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+78.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$70.5M
AUM Growth
-$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$1.79M
3
+$738K
4
V icon
Visa
V
+$720K
5
BX icon
Blackstone
BX
+$526K

Top Sells

1
+$12.2M
2
+$10.1M
3
+$9.46M
4
FCX icon
Freeport-McMoran
FCX
+$6.14M
5
PDD icon
Pinduoduo
PDD
+$6.11M

Sector Composition

1 Materials 35.46%
2 Financials 12.93%
3 Technology 8.9%
4 Consumer Discretionary 8.14%
5 Communication Services 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
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