EA
Eudaimonia Advisors Portfolio holdings
AUM
$188M
This Quarter Return
+10.58%
1 Year Return
+21.26%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$155M
AUM Growth
+$155M
(+8.6%)
Cap. Flow
-$1.61M
Cap. Flow
% of AUM
-1.04%
Top 10 Holdings %
Top 10 Hldgs %
32.23%
Holding
147
New
6
Increased
49
Reduced
71
Closed
3
Top Buys
| 1 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
$497K |
| 2 |
Eaton
ETN
|
$361K |
| 3 |
Ralph Lauren
RL
|
$235K |
| 4 |
First Trust Municipal High Income ETF
FMHI
|
$234K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$229K |
Top Sells
Sector Composition
| 1 | Technology | 8.98% |
| 2 | Real Estate | 7.59% |
| 3 | Healthcare | 6.26% |
| 4 | Consumer Discretionary | 4.08% |
| 5 | Financials | 4.07% |
