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

Top Buys

1 +$3.63M
2 +$3.46M
3 +$2.52M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.92M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$1.83M

Top Sells

1 +$3.07M
2 +$2.8M
3 +$2.05M
4
GPN icon
Global Payments
GPN
+$1.87M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.35M

Sector Composition

1 Technology 14.11%
2 Financials 9.99%
3 Healthcare 7.21%
4 Consumer Staples 7.21%
5 Industrials 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1151
$8K ﹤0.01%
+170
1152
$8K ﹤0.01%
+300
1153
$8K ﹤0.01%
+1,459
1154
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+180
1155
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+65
1156
$8K ﹤0.01%
+720
1157
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+225
1158
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+1,045
1159
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+266
1160
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+160
1161
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+456
1162
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+422
1163
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+435
1164
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+1,040
1165
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+80
1166
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+500
1167
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+838
1168
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+200
1169
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+244
1170
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+94
1171
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+293
1172
$8K ﹤0.01%
226
-336
1173
$7K ﹤0.01%
+100
1174
$7K ﹤0.01%
+472
1175
$7K ﹤0.01%
+85