EAM

Eschler Asset Management Portfolio holdings

AUM $147M
1-Year Est. Return 94.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+94.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$92.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$9.48M
3
+$9.17M
4
GDS icon
GDS Holdings
GDS
+$9M
5
AEM icon
Agnico Eagle Mines
AEM
+$5.8M

Top Sells

1
+$4.23M
2
+$2.54M
3
+$2.4M
4
AZO icon
AutoZone
AZO
+$1.77M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.59M

Sector Composition

1 Materials 31.61%
2 Industrials 18.38%
3 Technology 16.65%
4 Communication Services 6.55%
5 Consumer Discretionary 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.7M 11.87%
+655,000
2
$11.6M 8.79%
438,620
+342,894
3
$10.9M 8.21%
+355,200
4
$10.1M 7.65%
+150,000
5
$7.82M 5.9%
1,579,297
+1,189,249
6
$5.95M 4.49%
+50,000
7
$5.83M 4.39%
+100,000
8
$4.49M 3.39%
+7,500,000
9
$4.42M 3.34%
+205,600
10
$4.24M 3.2%
+320,300
11
$3.47M 2.62%
200,000
+186,012
12
$2.95M 2.23%
+250,000
13
$2.88M 2.17%
5,355
14
$2.68M 2.02%
+150,000
15
$2.18M 1.64%
+158,734
16
$2.02M 1.53%
+6,936
17
$1.88M 1.42%
+14,540
18
$1.87M 1.41%
+38,169
19
$1.82M 1.37%
+251,590
20
$1.8M 1.36%
+40,761
21
$1.64M 1.23%
+239,629
22
$1.41M 1.06%
9,000
+4,600
23
$1.36M 1.03%
+80,910
24
$1.26M 0.95%
+40,000
25
$1.14M 0.86%
+10,238
1
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