EP

Eudaimonia Partners Portfolio holdings

AUM $420M
1-Year Est. Return 27.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$413M
AUM Growth
-$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$2.42M
3
+$1.67M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.56M
5
BETR icon
Better Home & Finance Holding
BETR
+$1.07M

Top Sells

1
+$4.94M
2
+$2.59M
3
+$2.04M
4
PGR icon
Progressive
PGR
+$1.87M
5
RF icon
Regions Financial
RF
+$1.61M

Sector Composition

1 Technology 15.6%
2 Consumer Staples 5.28%
3 Consumer Discretionary 5.17%
4 Financials 4.82%
5 Energy 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$32.6K 0.01%
+11,546
327
$30.9K 0.01%
27,144
328
$7.03K ﹤0.01%
19,200
329
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-4,768
330
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-936
331
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-348
332
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-5,991
333
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334
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335
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336
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337
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338
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339
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340
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341
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342
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343
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344
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345
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346
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347
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348
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349
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350
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