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
$78.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$12.6M
3
+$9.61M
4
META icon
Meta Platforms (Facebook)
META
+$3.29M
5
SE icon
Sea Limited
SE
+$3.09M

Top Sells

No sells this quarter

Sector Composition

1 Materials 28.73%
2 Consumer Discretionary 9.27%
3 Communication Services 8.94%
4 Financials 8.33%
5 Technology 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.5M 22.38%
+700,000
2
$12.6M 16.11%
+300,000
3
$9.61M 12.31%
+300,000
4
$3.29M 4.22%
+9,792
5
$3.09M 3.96%
+13,832
6
$2.66M 3.41%
+79,601
7
$2.51M 3.22%
+15,080
8
$2.34M 2.99%
+16,140
9
$2M 2.56%
+43,169
10
$1.83M 2.35%
+13,898
11
$1.75M 2.24%
+282,679
12
$1.64M 2.1%
+10,400
13
$1.38M 1.77%
+7,334
14
$1.27M 1.63%
+1,393
15
$1.22M 1.57%
+21,000
16
$1.14M 1.46%
+113,201
17
$1.14M 1.46%
+21,583
18
$1.04M 1.33%
+37,506
19
$943K 1.21%
+6,251
20
$877K 1.12%
+16,500
21
$707K 0.91%
+6,850
22
$585K 0.75%
+150,000
23
$581K 0.74%
+9,000
24
$558K 0.71%
+4,636
25
$533K 0.68%
+108,380
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