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
$142M
AUM Growth
-$6.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$1.13M
2 +$845K
3 +$758K
4
GNRC icon
Generac Holdings
GNRC
+$707K
5
VV icon
Vanguard Large-Cap ETF
VV
+$640K

Top Sells

1 +$971K
2 +$916K
3 +$729K
4
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$494K
5
GLD icon
SPDR Gold Trust
GLD
+$446K

Sector Composition

1 Technology 8.36%
2 Healthcare 6.89%
3 Real Estate 6.52%
4 Financials 3.79%
5 Consumer Discretionary 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-12,178
152
-17,340