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
$85.7M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$8.84M
2
+$3.44M
3
+$3.29M
4
RA
Brookfield Real Assets Income Fund
RA
+$2.67M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.13M

Top Sells

1
+$4.9M
2
+$2.03M
3
+$2.02M
4
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$1.22M
5
AMD icon
Advanced Micro Devices
AMD
+$953K

Sector Composition

1 Materials 19.76%
2 Consumer Discretionary 11.69%
3 Financials 9.65%
4 Technology 6.26%
5 Communication Services 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-6,850
77
– –
-7,161
78
– –
-3,030
79
– –
-12,266
80
– –
-15,347
81
– –
-8,362
82
– –
-9,680
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4