EAM
Eschler Asset Management Portfolio holdings
AUM
$133M
This Quarter Return
-1.61%
1 Year Return
+50.49%
3 Year Return
+116.79%
5 Year Return
–
10 Year Return
–
AUM
$70.5M
AUM Growth
+$70.5M
(-44%)
Cap. Flow
-$54.1M
Cap. Flow
% of AUM
-76.75%
Top 10 Holdings %
Top 10 Hldgs %
72.02%
Holding
70
New
6
Increased
8
Reduced
19
Closed
26
Top Buys
| 1 |
Newmont
NEM
|
$10.7M |
| 2 |
NOAH
Noah Holdings
NOAH
|
$1.79M |
| 3 |
Mastercard
MA
|
$738K |
| 4 |
Visa
V
|
$720K |
| 5 |
Blackstone
BX
|
$526K |
Top Sells
| 1 |
VanEck Gold Miners ETF
GDX
|
$12.2M |
| 2 |
TSMC
TSM
|
$10.1M |
| 3 |
Alibaba
BABA
|
$9.46M |
| 4 |
Freeport-McMoran
FCX
|
$6.14M |
| 5 |
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% |
