EAM
Eschler Asset Management Portfolio holdings
AUM
$135M
1-Year Est. Return
78.07%
1 Year Est. Return
+78.07%
AUM
$135M
AUM Growth
+$2.31M
(+1.7%)
Holding
84
Top Buys
| 1 | +$8.76M | |
| 2 | +$7.03M | |
| 3 | +$6.32M | |
| 4 |
GDS Holdings
GDS
|
+$4.89M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$3.64M |
Top Sells
| 1 | +$55.1M | |
| 2 | +$9.33M | |
| 3 | +$7.56M | |
| 4 |
PONY
Pony AI Inc
PONY
|
+$6.19M |
| 5 |
HSAI
Hesai Group
HSAI
|
+$4.91M |
Sector Composition
| 1 | Materials | 41.57% |
| 2 | Technology | 17.27% |
| 3 | Consumer Discretionary | 12.26% |
| 4 | Communication Services | 9.37% |
| 5 | Financials | 5.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Futu Holdings
FUTU
$23.7B
| – | – |
-8,286
|
|
||
77
Rocket Lab Corp
RKLB
$51.6B
| – | – |
-25,988
|
|
||
|
TIGR
78
UP Fintech Holding
TIGR
$1.58B
| – | – |
-41,147
|
|
||
79
Tencent Music
TME
$25.3B
| – | – |
-10,298
|
|
||
80
Full Truck Alliance
YMM
$10.3B
| – | – |
-250,000
|
|
||
81
Applied Optoelectronics
AAOI
$2.59B
| – | – |
-33,331
|
|
||
82
General Dynamics
GD
$99.7B
| – | – |
-6,936
|
|
||
|
83
Alphabet (Google) Class C
GOOG
$3.99T
| – | – |
-14,540
|
|
||
|
SEI
84
Solaris Energy Infrastructure
SEI
$2.73B
| – | – |
-30,599
|
|