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
$40.4M
AUM Growth
-$2.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1 +$1.59M
2 +$1.45M
3 +$1.04M
4
TIGR
UP Fintech Holding
TIGR
+$1.03M
5
BJ icon
BJs Wholesale Club
BJ
+$1M

Top Sells

1 +$2.59M
2 +$1.6M
3 +$1.51M
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%