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
$52.8M
AUM Growth
+$7.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$3.31M
3
+$2.87M
4
BABA icon
Alibaba
BABA
+$2.13M
5
IMCR icon
Immunocore
IMCR
+$685K

Top Sells

1
+$3.82M
2
+$2.39M
3
+$2.05M
4
PAAS icon
Pan American Silver
PAAS
+$1.99M
5
SE icon
Sea Limited
SE
+$1.58M

Sector Composition

1 Consumer Discretionary 27.94%
2 Technology 17.27%
3 Communication Services 7.76%
4 Industrials 6.77%
5 Healthcare 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.35M 10.13%
150,000
+125,000
2
$4.36M 8.26%
83,773
-30,401
3
$4.3M 8.15%
150,000
+100,000
4
$3.31M 6.28%
+44,500
5
$3.11M 5.89%
38,126
-46,800
6
$3.03M 5.73%
773,800
-332,200
7
$2.13M 4.04%
+24,200
8
$1.83M 3.46%
32,000
+12,000
9
$1.68M 3.18%
18,996
+2,856
10
$1.66M 3.15%
35,543
-2,635
11
$1.39M 2.64%
294,533
+98,339
12
$1.27M 2.41%
15,152
+3,652
13
$1.21M 2.29%
173,200
-294,600
14
$1.14M 2.17%
43,879
+17,007
15
$1.09M 2.07%
9,084
+1,118
16
$996K 1.89%
20,955
+4,776
17
$956K 1.81%
67,500
+12,500
18
$925K 1.75%
91,500
19
$900K 1.71%
111,078
20
$894K 1.69%
17,200
21
$750K 1.42%
59,775
+24,525
22
$748K 1.42%
54,819
23
$682K 1.29%
+4,540
24
$679K 1.29%
+3,780
25
$647K 1.23%
+130,500
1
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