EA

Eudaimonia Advisors Portfolio holdings

AUM $188M
1-Year Est. Return 21.26%
This Quarter Est. Return
1 Year Est. Return
+21.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$715K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$649K
2
+$378K
3
+$314K
4
TSLA icon
Tesla
TSLA
+$294K
5
INTC icon
Intel
INTC
+$274K

Top Sells

1
+$1.27M
2
+$1.21M
3
+$898K
4
ZION icon
Zions Bancorporation
ZION
+$647K
5
USO icon
United States Oil Fund
USO
+$276K

Sector Composition

1 Technology 8.93%
2 Real Estate 7.54%
3 Healthcare 6.85%
4 Consumer Discretionary 4.05%
5 Financials 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.44M 0.97%
37,737
+2,357
27
$1.44M 0.96%
9,867
+55
28
$1.43M 0.96%
7,379
-357
29
$1.39M 0.93%
11,459
+40
30
$1.36M 0.92%
11,122
31
$1.36M 0.91%
3,329
+74
32
$1.33M 0.89%
7,323
-467
33
$1.23M 0.82%
16,330
+740
34
$1.21M 0.81%
7,333
-486
35
$1.19M 0.8%
11,837
+65
36
$1.16M 0.78%
5,255
+398
37
$1.15M 0.78%
10,766
-496
38
$1.13M 0.76%
4,102
39
$1.1M 0.74%
21,057
-192
40
$1.05M 0.7%
2,350
+81
41
$993K 0.67%
18,258
+91
42
$992K 0.67%
19,247
-150
43
$929K 0.62%
4,584
+784
44
$924K 0.62%
21,854
-1,495
45
$921K 0.62%
23,961
-589
46
$903K 0.61%
1,926
47
$896K 0.6%
5,906
+59
48
$874K 0.59%
3,570
-340
49
$848K 0.57%
15,259
-461
50
$843K 0.57%
27,027
-3,215
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