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

Top Buys

1
+$12.8M
2
+$7.38M
3
+$6.99M
4
PDD icon
Pinduoduo
PDD
+$6.21M
5
FCX icon
Freeport-McMoran
FCX
+$6.14M

Top Sells

1
+$4.06M
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
– –
-42,731
77
– –
-4,783
78
– –
-3,780
79
– –
-36,805
80
– –
-686
81
– –
-10,948
82
– –
-59,347
1 2 3
4