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
$127M
AUM Growth
+$73.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$7.39M
3
+$6.9M
4
BABA icon
Alibaba
BABA
+$6.85M
5
FCX icon
Freeport-McMoran
FCX
+$6.24M

Top Sells

1
+$3.2M
2
+$3.03M
3
+$1.68M
4
BNTX icon
BioNTech
BNTX
+$682K
5
MRNA icon
Moderna
MRNA
+$679K

Sector Composition

1 Consumer Discretionary 27.62%
2 Materials 17.55%
3 Technology 14.49%
4 Financials 5.13%
5 Communication Services 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-4,783
77
– –
-3,780
78
– –
-36,805
79
– –
-686
80
– –
-10,948
81
– –
-59,347
82
– –
-20,162
1 2 3
4