EA

Eudaimonia Advisors Portfolio holdings

AUM $188M
1-Year Est. Return 21.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
-$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$5.26M
3
+$1.79M
4
FFIN icon
First Financial Bankshares
FFIN
+$1.15M
5
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$1.13M

Top Sells

1
+$9.99M
2
+$1.95M
3
+$1.73M
4
CSM icon
ProShares Large Cap Core Plus
CSM
+$1.72M
5
HYZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
+$1.56M

Sector Composition

1 Healthcare 7.7%
2 Real Estate 7.09%
3 Technology 6.59%
4 Financials 4.21%
5 Consumer Discretionary 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
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