EP
Eudaimonia Partners Portfolio holdings
AUM
$420M
1-Year Est. Return
27.2%
1 Year Est. Return
+27.2%
AUM
$382M
AUM Growth
-$30.3M
(-7.3%)
Holding
354
Top Buys
| 1 | +$3.5M | |
| 2 | +$1.43M | |
| 3 | +$1.24M | |
| 4 |
Northrop Grumman
NOC
|
+$1.21M |
| 5 |
Walmart
WMT
|
+$833K |
Top Sells
| 1 | +$6.6M | |
| 2 | +$5.81M | |
| 3 | +$4.08M | |
| 4 |
Lowe's Companies
LOW
|
+$3.29M |
| 5 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$2.55M |
Sector Composition
| 1 | Technology | 14.86% |
| 2 | Consumer Discretionary | 5.58% |
| 3 | Consumer Staples | 5.58% |
| 4 | Financials | 4.11% |
| 5 | Energy | 3.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Vodafone
VOD
$29.9B
| – | – |
-11,586
|
|
||
352
Walker & Dunlop
WD
$2.18B
| – | – |
-3,000
|
|
||
353
Williams Companies
WMB
$74.1B
| – | – |
-7,775
|
|
||
354
Waste Management
WM
$86.9B
| – | – |
-1,853
|
|