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
$85.7M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$3.29M
3
+$3.12M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.16M
5
RA
Brookfield Real Assets Income Fund
RA
+$2.14M

Top Sells

1
+$4.54M
2
+$2.02M
3
+$1.85M
4
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$1.11M
5
AMD icon
Advanced Micro Devices
AMD
+$953K

Sector Composition

1 Materials 19.76%
2 Consumer Discretionary 11.69%
3 Financials 9.65%
4 Technology 6.26%
5 Communication Services 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$377K 0.44%
+977
52
$373K 0.44%
10,044
+2,147
53
$365K 0.43%
+2,388
54
$327K 0.38%
30,142
-7,556
55
$308K 0.36%
37,506
56
$297K 0.35%
4,815
57
$291K 0.34%
+9,321
58
$271K 0.32%
+20,900
59
$271K 0.32%
+7,918
60
$270K 0.32%
+7,930
61
$268K 0.31%
+44,000
62
$265K 0.31%
+608
63
$249K 0.29%
9,230
64
$241K 0.28%
+25,000
65
$237K 0.28%
+3,290
66
$219K 0.26%
+3,682
67
$218K 0.25%
3,730
68
$204K 0.24%
+2,300
69
$203K 0.24%
+13,498
70
$202K 0.24%
+1,300
71
– –
-8,362
72
– –
-9,680
73
– –
-15,347
74
– –
-5,653
75
– –
-6,066
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3
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