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
$252M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
676
New
Increased
Reduced
Closed

Top Buys

1 +$4.83M
2 +$4.51M
3 +$4.31M
4
TFC icon
Truist Financial
TFC
+$4.25M
5
BAC icon
Bank of America
BAC
+$4M

Top Sells

No sells this quarter

Sector Composition

1 Financials 10.8%
2 Consumer Staples 10.63%
3 Industrials 8.93%
4 Technology 8.27%
5 Healthcare 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$37K 0.01%
+145
552
$37K 0.01%
+2,350
553
$36K 0.01%
+426
554
$36K 0.01%
+216
555
$36K 0.01%
+313
556
$35K 0.01%
+452
557
$35K 0.01%
+2,544
558
$35K 0.01%
+755
559
$35K 0.01%
+1,124
560
$35K 0.01%
+1,800
561
$35K 0.01%
+365
562
$34K 0.01%
+2,841
563
$34K 0.01%
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564
$34K 0.01%
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565
$34K 0.01%
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566
$34K 0.01%
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567
$34K 0.01%
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568
$34K 0.01%
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569
$34K 0.01%
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570
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571
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572
$34K 0.01%
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573
$34K 0.01%
+572
574
$33K 0.01%
+1,157
575
$33K 0.01%
+450