EP

Eudaimonia Partners Portfolio holdings

AUM $420M
1-Year Est. Return 27.2%
This Quarter Est. Return
1 Year Est. Return
+27.2%
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 +$5.18M
2 +$4.64M
3 +$4.42M
4
T icon
AT&T
T
+$4.41M
5
BAC icon
Bank of America
BAC
+$4.36M

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
651
$21K 0.01%
+196
652
$21K 0.01%
+886
653
$20K 0.01%
+257
654
$20K 0.01%
+2,240
655
$20K 0.01%
+1,143
656
$20K 0.01%
+4,568
657
$20K 0.01%
+800
658
$20K 0.01%
+1,511
659
$20K 0.01%
+150
660
$20K 0.01%
+600
661
$17K 0.01%
+500
662
$17K 0.01%
+457