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
$147M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1 +$14.9M
2 +$10.5M
3 +$4.69M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$4.65M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.21M

Top Sells

1 +$16.1M
2 +$11.3M
3 +$8.09M
4
AU icon
AngloGold Ashanti
AU
+$7.03M
5
AEM icon
Agnico Eagle Mines
AEM
+$4.21M

Sector Composition

1 Materials 46.39%
2 Communication Services 8.01%
3 Technology 5.74%
4 Financials 3.97%
5 Healthcare 2.75%