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
$155M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$4.16M
3
+$3.01M
4
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$2.59M
5
KSPI icon
Kaspi.kz JSC
KSPI
+$1.56M

Top Sells

1
+$5.38M
2
+$4.01M
3
+$2.39M
4
AMZN icon
Amazon
AMZN
+$1.8M
5
NVDA icon
NVIDIA
NVDA
+$1.68M

Sector Composition

1 Materials 24.16%
2 Technology 15.36%
3 Financials 12.78%
4 Consumer Discretionary 10.64%
5 Communication Services 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$712K 0.46%
1,692
-1,300
52
$702K 0.45%
+2,808
53
$700K 0.45%
+13,512
54
$687K 0.44%
+136,364
55
$684K 0.44%
24,444
56
$631K 0.41%
+9,400
57
$623K 0.4%
+22,000
58
$613K 0.4%
111,078
-128,416
59
$582K 0.38%
+33,082
60
$579K 0.37%
+11,942
61
$559K 0.36%
+9,000
62
$552K 0.36%
65,331
-3,036
63
$547K 0.35%
+20,463
64
$541K 0.35%
+60,000
65
$526K 0.34%
+50,000
66
$526K 0.34%
50,000
67
$510K 0.33%
+8,150
68
$490K 0.32%
30,000
69
$486K 0.31%
4,815
70
$472K 0.31%
+6,787
71
$463K 0.3%
+10,557
72
$448K 0.29%
+11,743
73
$447K 0.29%
30,227
74
$406K 0.26%
26,500
75
$398K 0.26%
+37,506
1 2
3
4 5