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
$155M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$4.16M
3
+$3.01M
4
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$2.59M
5
KSPI icon
Kaspi.kz JSC
KSPI
+$1.56M

Top Sells

1
+$5.38M
2
+$4.01M
3
+$2.39M
4
AMZN icon
Amazon
AMZN
+$1.8M
5
NVDA icon
NVIDIA
NVDA
+$1.68M

Sector Composition

1 Materials 24.16%
2 Technology 15.36%
3 Financials 12.78%
4 Consumer Discretionary 10.64%
5 Communication Services 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$380K 0.25%
+16,536
77
$377K 0.24%
+9,300
78
$375K 0.24%
+55,000
79
$368K 0.24%
2,040
-9,978
80
$321K 0.21%
+9,230
81
$308K 0.2%
+9,086
82
$302K 0.2%
+10,000
83
$293K 0.19%
+7,312
84
$282K 0.18%
+32,076
85
$270K 0.17%
+6,780
86
$262K 0.17%
6,850
-286
87
$258K 0.17%
5,543
88
$244K 0.16%
8,667
89
$238K 0.15%
+9,000
90
$223K 0.14%
+9,250
91
$200K 0.13%
80,500
-519,500
92
$192K 0.12%
29,000
93
$169K 0.11%
19,386
-905
94
$149K 0.1%
+11,250
95
$133K 0.09%
+55,878
96
$113K 0.07%
+60,000
97
$101K 0.07%
+14,000
98
$85.9K 0.06%
12,000
-27,000
99
$83.4K 0.05%
+62,731
100
$63.3K 0.04%
+30,000
2 3
4
5 6