EAM
Eschler Asset Management Portfolio holdings
AUM
$133M
1-Year Est. Return
50.49%
1 Year Est. Return
+50.49%
AUM
$40.4M
AUM Growth
-$2.14M
(-5%)
Holding
63
Top Buys
| 1 | +$1.59M | |
| 2 | +$1.45M | |
| 3 | +$1.04M | |
| 4 |
TIGR
UP Fintech Holding
TIGR
|
+$1.03M |
| 5 |
BJs Wholesale Club
BJ
|
+$1M |
Top Sells
| 1 | +$2.59M | |
| 2 | +$1.6M | |
| 3 | +$1.51M | |
| 4 |
Elevance Health
ELV
|
+$1.09M |
| 5 |
Interactive Brokers
IBKR
|
+$1.08M |
Sector Composition
| 1 | Materials | 29.94% |
| 2 | Financials | 18% |
| 3 | Communication Services | 17.93% |
| 4 | Consumer Discretionary | 11.99% |
| 5 | Energy | 3.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Interactive Brokers
IBKR
$29.5B
| – | – |
-24,444
|
|
||
52
iShares Russell 2000 Value ETF
IWN
$12B
| – | – |
-2,750
|
|
||
53
JD.com
JD
$46.9B
| – | – |
-12,900
|
|
||
54
Lear
LEA
$5.29B
| – | – |
-8,500
|
|
||
55
MarketWise
MKTW
$40M
| – | – |
-5,543
|
|
||
56
Melco Resorts & Entertainment
MLCO
$3.08B
| – | – |
-30,000
|
|
||
57
AdvisorShares Pure US Cannabis ETF
MSOS
$846M
| – | – |
-45,000
|
|
||
58
Cambria Cannabis ETF
TOKE
$17.6M
| – | – |
-40,000
|
|
||
59
Trupanion
TRUP
$1.84B
| – | – |
-4,437
|
|
||
60
TSMC
TSM
$1.53T
| – | – |
-3,997
|
|
||
61
UnitedHealth
UNH
$323B
| – | – |
-425
|
|
||
62
Vinci Compass Investments Ltd
VINP
$705M
| – | – |
-50,000
|
|
||
63
Vipshop
VIPS
$9.27B
| – | – |
-27,409
|
|