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
$481M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,761
New
Increased
Reduced
Closed

Top Buys

1 +$3.45M
2 +$3.26M
3 +$2.5M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.91M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$1.82M

Top Sells

1 +$3.13M
2 +$2.86M
3 +$1.95M
4
GPN icon
Global Payments
GPN
+$1.9M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.32M

Sector Composition

1 Technology 14.13%
2 Financials 9.98%
3 Healthcare 7.21%
4 Consumer Staples 7.21%
5 Industrials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1151
$8K ﹤0.01%
+714
1152
$8K ﹤0.01%
+371
1153
$8K ﹤0.01%
+309
1154
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+170
1155
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226
-336
1156
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+225
1157
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+1,045
1158
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+266
1159
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+160
1160
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+456
1161
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+422
1162
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+435
1163
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+1,040
1164
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+80
1165
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+300
1166
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+1,459
1167
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+180
1168
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+65
1169
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+720
1170
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+500
1171
$8K ﹤0.01%
+838
1172
$8K ﹤0.01%
+200
1173
$8K ﹤0.01%
+244
1174
$7K ﹤0.01%
+472
1175
$7K ﹤0.01%
+170