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
$42.5M
AUM Growth
-$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$2.24M
3
+$1.24M
4
SAND
Sandstorm Gold
SAND
+$870K
5
TSM icon
TSMC
TSM
+$774K

Top Sells

1
+$15.1M
2
+$3.99M
3
+$3.43M
4
AMT icon
American Tower
AMT
+$1.4M
5
AES icon
AES
AES
+$1.32M

Sector Composition

1 Financials 21.57%
2 Materials 21.32%
3 Communication Services 18.73%
4 Consumer Discretionary 16.41%
5 Technology 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-25,500
77
– –
-21,112
78
– –
-61,078
79
– –
-8,276
80
– –
-16,000
81
– –
-5,119
1 2 3
4