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
$148M
AUM Growth
+$1.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$3.27M
3
+$2.38M
4
FCOM icon
Fidelity MSCI Communication Services Index ETF
FCOM
+$1.87M
5
OEF icon
iShares S&P 100 ETF
OEF
+$1.27M

Top Sells

1
+$5.79M
2
+$5.52M
3
+$1.89M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.75M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$961K

Sector Composition

1 Technology 7.85%
2 Real Estate 7.6%
3 Healthcare 7.28%
4 Financials 4.08%
5 Consumer Staples 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
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