EAM

Eschler Asset Management Portfolio holdings

AUM $135M
1-Year Est. Return 78.07%
This Quarter Est. Return
1 Year Est. Return
+78.07%
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
101
– –
-418
102
– –
-26,915
103
– –
-70,756
104
– –
-724
105
– –
-19,527
106
– –
-25,628
107
– –
-109,657
108
– –
-16,938
109
– –
-4,897
110
– –
-40,000
111
– –
-15,024
112
– –
-16,291
113
– –
-1,149
114
– –
-7,319
115
– –
-3,102
116
– –
-7,961
117
– –
-6,868
118
– –
-1,873
119
– –
-22,243
120
– –
-5,217
121
– –
-157,116
122
– –
-3,969
123
– –
-72,665
124
– –
-14,365
125
– –
-33,920
2 3 4
5
6