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
1201
$7K ﹤0.01%
+200
1202
$7K ﹤0.01%
+19
1203
$7K ﹤0.01%
+194
1204
$7K ﹤0.01%
+250
1205
$7K ﹤0.01%
+201
1206
$7K ﹤0.01%
+200
1207
$7K ﹤0.01%
+75
1208
$7K ﹤0.01%
+4,700
1209
$6K ﹤0.01%
+210
1210
$6K ﹤0.01%
+150
1211
$6K ﹤0.01%
+1,000
1212
$6K ﹤0.01%
+140
1213
$6K ﹤0.01%
+275
1214
$6K ﹤0.01%
+205
1215
$6K ﹤0.01%
+16
1216
$6K ﹤0.01%
+116
1217
$6K ﹤0.01%
+552
1218
$6K ﹤0.01%
+207
1219
$6K ﹤0.01%
+129
1220
$6K ﹤0.01%
+300
1221
$6K ﹤0.01%
+57
1222
$6K ﹤0.01%
+107
1223
$6K ﹤0.01%
+120
1224
$6K ﹤0.01%
+180
1225
$6K ﹤0.01%
+144