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
$126M
AUM Growth
+$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$8.51M
2
+$5.14M
3
+$4.55M
4
AEM icon
Agnico Eagle Mines
AEM
+$2.74M
5
IAUX
i-80 Gold Corp
IAUX
+$2.64M

Top Sells

1
+$3.29M
2
+$3.22M
3
+$3.12M
4
MSTR icon
Strategy Inc
MSTR
+$2.76M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.16M

Sector Composition

1 Materials 34.29%
2 Financials 13.91%
3 Consumer Discretionary 7.87%
4 Communication Services 5.34%
5 Technology 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.9M 9.45%
217,200
+50,000
2
$11.4M 9.02%
300,000
+34,450
3
$10.3M 8.21%
250,000
+50,000
4
$9.3M 7.38%
300,000
5
$8.51M 6.75%
+200,000
6
$5.5M 4.36%
398,300
+74,800
7
$5.14M 4.08%
+76,100
8
$4.55M 3.61%
+263,560
9
$3.05M 2.42%
229,500
+54,500
10
$2.73M 2.17%
40,000
+10,000
11
$2.64M 2.09%
+1,500,000
12
$2.39M 1.89%
+16,938
13
$2.25M 1.79%
+33,600
14
$2.14M 1.7%
1,339
+680
15
$2.14M 1.7%
158,785
+77,285
16
$1.92M 1.52%
5,426
+71
17
$1.83M 1.45%
12,018
+6,478
18
$1.7M 1.35%
3,839
+1,188
19
$1.68M 1.33%
+600,000
20
$1.68M 1.33%
+33,920
21
$1.66M 1.32%
+598
22
$1.63M 1.29%
80,000
+40,000
23
$1.47M 1.17%
+91,100
24
$1.34M 1.06%
+14,365
25
$1.31M 1.04%
+38,000
1
2 3 4 5