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

Top Buys

1
+$3.42M
2
+$2.26M
3
+$1.09M
4
SAND icon
Sandstorm Gold
SAND
+$837K
5
TSM icon
TSMC
TSM
+$789K

Top Sells

1
+$14.6M
2
+$4.49M
3
+$2.86M
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
– –
-951
77
– –
-4,262
78
– –
-2,732
79
– –
-25,500
80
– –
-21,112
81
– –
-61,078
1 2 3
4