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
$126M
AUM Growth
+$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$8.51M
2
+$5.14M
3
+$4.55M
4
AEM icon
Agnico Eagle Mines
AEM
+$2.74M
5
IAUX
i-80 Gold Corp
IAUX
+$2.64M

Top Sells

1
+$3.29M
2
+$3.22M
3
+$3.12M
4
MSTR icon
Strategy Inc
MSTR
+$2.76M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.16M

Sector Composition

1 Materials 34.29%
2 Financials 13.91%
3 Consumer Discretionary 7.87%
4 Communication Services 5.34%
5 Technology 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$415K 0.33%
1,873
+573
52
$407K 0.32%
+26,500
53
$399K 0.32%
4,815
54
$360K 0.29%
19,527
-7,947
55
$352K 0.28%
+50,226
56
$341K 0.27%
724
+116
57
$338K 0.27%
+40,000
58
$332K 0.26%
3,940
+650
59
$326K 0.26%
+7,136
60
$316K 0.25%
+418
61
$314K 0.25%
+25,628
62
$303K 0.24%
+5,543
63
$298K 0.24%
+3,969
64
$294K 0.23%
+16,291
65
$286K 0.23%
+1,149
66
$282K 0.22%
+39,000
67
$273K 0.22%
4,439
+709
68
$256K 0.2%
+8,667
69
$250K 0.2%
4,897
-5,553
70
$231K 0.18%
20,291
-9,851
71
$218K 0.17%
6,868
-3,176
72
$194K 0.15%
29,000
-15,000
73
– –
-7,930
74
– –
-18,052
75
– –
-35,000
1 2
3
4 5