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
$67M
AUM Growth
-$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.65M
3
+$1.4M
4
AES icon
AES
AES
+$1.32M
5
FSLR icon
First Solar
FSLR
+$1.3M

Top Sells

1
+$25.3M
2
+$15.6M
3
+$9.49M
4
FCX icon
Freeport-McMoran
FCX
+$9.4M
5
AGI icon
Alamos Gold
AGI
+$6.98M

Sector Composition

1 Technology 22.11%
2 Consumer Discretionary 19.41%
3 Communication Services 13.84%
4 Financials 12.36%
5 Materials 12.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$380K 0.57%
2,040
52
$374K 0.56%
15,000
-3,500
53
$328K 0.49%
11,000
-4,100
54
$322K 0.48%
+40,000
55
$315K 0.47%
+3,289
56
$304K 0.45%
+8,276
57
$303K 0.45%
6,850
58
$299K 0.45%
9,230
59
$266K 0.4%
+25,500
60
$257K 0.38%
85,000
61
$250K 0.37%
+1,500
62
$244K 0.36%
5,000
-319,158
63
$240K 0.36%
+2,500
64
$229K 0.34%
+7,683
65
$222K 0.33%
+4,000
66
– –
-11,640
67
– –
-400,000
68
– –
-1,969
69
– –
-2,138
70
– –
-200,000
71
– –
-300,000
72
– –
-12,000
73
– –
-16,140
74
– –
-5,500,000
75
– –
-40,000
1 2
3
4