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
$444M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1 +$4.46M
2 +$2.42M
3 +$2.09M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$2.08M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.27M

Sector Composition

1 Technology 14.93%
2 Consumer Discretionary 5.42%
3 Financials 5.41%
4 Consumer Staples 5.18%
5 Industrials 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-5,540