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
$126M
AUM Growth
+$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$7.39M
2
+$5.11M
3
+$4.05M
4
AEM icon
Agnico Eagle Mines
AEM
+$2.5M
5
IAUX
i-80 Gold Corp
IAUX
+$2.31M

Top Sells

1
+$3.29M
2
+$3.22M
3
+$3.12M
4
MSTR icon
Strategy Inc
MSTR
+$2.76M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.16M

Sector Composition

1 Materials 34.29%
2 Financials 13.91%
3 Consumer Discretionary 7.87%
4 Communication Services 5.34%
5 Technology 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-22,780
102
– –
-50,000
103
– –
-5,954
104
– –
-6,119
105
– –
-4,924
106
– –
-10,500
107
– –
-305,366
108
– –
-37,139
109
– –
-16,440
1 2 3 4
5