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
$155M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$7.66M
2
+$4.69M
3
+$2.83M
4
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$2.38M
5
UPST icon
Upstart Holdings
UPST
+$1.48M

Top Sells

1
+$5.17M
2
+$3.44M
3
+$2.39M
4
NVDA icon
NVIDIA
NVDA
+$1.68M
5
AMZN icon
Amazon
AMZN
+$1.67M

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
– –
-3,940
102
– –
-15,024
103
– –
-16,291
104
– –
-418
105
– –
-22,243
106
– –
-5,217
107
– –
-157,116
108
– –
-3,969
109
– –
-26,915
110
– –
-70,756
111
– –
-724
112
– –
-19,527
113
– –
-25,628
114
– –
-109,657
115
– –
-16,938
116
– –
-4,897
117
– –
-40,000
118
– –
-72,665
119
– –
-14,365
120
– –
-33,920
121
– –
-50,226
122
– –
-1,149
123
– –
-7,319
124
– –
-3,102
125
– –
-7,961
2 3 4
5
6