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
$227M
AUM Growth
-$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1 +$6.45M
2 +$3.33M
3 +$2.03M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.96M
5
KDFI
KFA Dynamic Fixed Income ETF
KDFI
+$1.85M

Sector Composition

1 Consumer Staples 10.99%
2 Healthcare 9.37%
3 Technology 8.82%
4 Financials 8.46%
5 Industrials 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
-966
727
-308
728
-1,389
729
-1,031
730
-1,179
731
-2,465
732
-3,000
733
-514
734
-529
735
-646
736
-872
737
-150
738
-219
739
-695
740
-1,100
741
-197
742
-2,528
743
-695
744
-401
745
-448
746
-5,259
747
-1,132
748
-2,350
749
-886
750
-600