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
76
$586K 0.39%
2,551
+38
77
$580K 0.39%
3,509
+44
78
$570K 0.38%
2,868
+516
79
$569K 0.38%
12,527
+1,263
80
$553K 0.37%
13,203
+2,437
81
$549K 0.37%
6,113
-62
82
$528K 0.35%
46,769
+878
83
$527K 0.35%
1,634
-15
84
$521K 0.35%
11,105
-9
85
$496K 0.33%
39,037
86
$484K 0.32%
2,698
+1
87
$482K 0.32%
14,012
+483
88
$461K 0.31%
3,954
+5
89
$455K 0.31%
33,000
90
$451K 0.3%
4,622
-75
91
$447K 0.3%
14,568
-1,764
92
$440K 0.3%
9,712
+711
93
$436K 0.29%
3,068
-200
94
$428K 0.29%
24,095
+6,042
95
$419K 0.28%
5,620
96
$418K 0.28%
12,942
+58
97
$416K 0.28%
4,983
+368
98
$416K 0.28%
8,270
-4,905
99
$402K 0.27%
5,927
-157
100
$395K 0.27%
10,624
+460
2 3
4
5 6