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
$67M
AUM Growth
-$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.65M
3
+$1.4M
4
AES icon
AES
AES
+$1.32M
5
FSLR icon
First Solar
FSLR
+$1.3M

Top Sells

1
+$25.3M
2
+$15.6M
3
+$9.49M
4
FCX icon
Freeport-McMoran
FCX
+$9.4M
5
AGI icon
Alamos Gold
AGI
+$6.98M

Sector Composition

1 Technology 22.11%
2 Consumer Discretionary 19.41%
3 Communication Services 13.84%
4 Financials 12.36%
5 Materials 12.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.1M 15.11%
60,000
2
$4.65M 6.95%
34,500
+1,900
3
$3.61M 5.39%
65,000
4
$3.32M 4.96%
5,805
+450
5
$2.93M 4.37%
+17,640
6
$2.65M 3.96%
+37,275
7
$2.09M 3.12%
663
-70
8
$2.07M 3.1%
3
9
$1.4M 2.09%
+6,005
10
$1.32M 1.97%
+65,631
11
$1.3M 1.94%
+5,214
12
$1.19M 1.77%
+83,965
13
$1.17M 1.74%
58,500
-350,000
14
$1.14M 1.7%
12,200
-1,800
15
$1M 1.5%
18,800
-81,200
16
$999K 1.49%
10,600
+6,600
17
$901K 1.35%
+44,401
18
$854K 1.28%
+8,235
19
$834K 1.25%
+20,839
20
$823K 1.23%
1,912
-495
21
$810K 1.21%
+35,234
22
$808K 1.21%
23,200
23
$786K 1.17%
+199,467
24
$765K 1.14%
+21,112
25
$715K 1.07%
2,732
-3,885
1
2 3 4