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

Top Buys

1
+$14.3M
2
+$4.16M
3
+$3.01M
4
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$2.59M
5
KSPI icon
Kaspi.kz JSC
KSPI
+$1.56M

Top Sells

1
+$5.38M
2
+$4.01M
3
+$2.39M
4
AMZN icon
Amazon
AMZN
+$1.8M
5
NVDA icon
NVIDIA
NVDA
+$1.68M

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
1
$14.3M 9.26%
+84,000
2
$13.8M 8.96%
368,930
+68,930
3
$10M 6.48%
316,659
+16,659
4
$9.4M 6.08%
200,000
5
$8.95M 5.79%
150,000
-67,200
6
$5.55M 3.59%
84,100
+8,000
7
$4.68M 3.03%
409,200
+10,900
8
$4.16M 2.69%
+35,764
9
$4.05M 2.62%
243,560
-20,000
10
$3.58M 2.32%
100,000
-150,000
11
$3.01M 1.94%
+19,758
12
$2.97M 1.92%
229,500
13
$2.68M 1.73%
2,000,000
+500,000
14
$2.63M 1.7%
5,405
-21
15
$2.6M 1.68%
40,000
16
$2.16M 1.4%
42,000
+17,900
17
$1.88M 1.22%
598
18
$1.68M 1.09%
3,310
-529
19
$1.62M 1.05%
91,100
20
$1.6M 1.03%
1,055
-284
21
$1.57M 1.02%
82,800
+2,800
22
$1.56M 1.01%
+12,160
23
$1.53M 0.99%
+34,900
24
$1.52M 0.98%
+3,609
25
$1.47M 0.95%
38,000
1
2 3 4 5