EAM

Eschler Asset Management Portfolio holdings

AUM $147M
1-Year Est. Return 94.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+94.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$40.4M
AUM Growth
-$2.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.16M
3
+$1.05M
4
BJ icon
BJs Wholesale Club
BJ
+$903K
5
EQX icon
Equinox Gold
EQX
+$901K

Top Sells

1
+$2.86M
2
+$1.61M
3
+$1.44M
4
ELV icon
Elevance Health
ELV
+$1.09M
5
IBKR icon
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
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-62,731
52
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54
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55
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57
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58
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60
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61
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62
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-50,000
63
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-27,409
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3