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
126
-1,873
127
-418