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
$67M
AUM Growth
-$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.65M
3
+$1.4M
4
AES icon
AES
AES
+$1.32M
5
FSLR icon
First Solar
FSLR
+$1.3M

Top Sells

1
+$25.3M
2
+$15.6M
3
+$9.49M
4
FCX icon
Freeport-McMoran
FCX
+$9.4M
5
AGI icon
Alamos Gold
AGI
+$6.98M

Sector Composition

1 Technology 22.11%
2 Consumer Discretionary 19.41%
3 Communication Services 13.84%
4 Financials 12.36%
5 Materials 12.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-9,000
77
– –
-10,135
78
– –
-50,000
79
– –
-14,120
80
– –
-17,800
81
– –
-31,712
1 2 3
4