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
1201
$7K ﹤0.01%
+231
1202
$7K ﹤0.01%
+117
1203
$7K ﹤0.01%
+19
1204
$7K ﹤0.01%
+250
1205
$7K ﹤0.01%
+201
1206
$7K ﹤0.01%
+200
1207
$7K ﹤0.01%
+4,700
1208
$6K ﹤0.01%
+207
1209
$6K ﹤0.01%
+129
1210
$6K ﹤0.01%
+107
1211
$6K ﹤0.01%
+210
1212
$6K ﹤0.01%
+150
1213
$6K ﹤0.01%
+1,000
1214
$6K ﹤0.01%
+140
1215
$6K ﹤0.01%
+275
1216
$6K ﹤0.01%
+205
1217
$6K ﹤0.01%
+16
1218
$6K ﹤0.01%
+116
1219
$6K ﹤0.01%
+552
1220
$6K ﹤0.01%
+120
1221
$6K ﹤0.01%
+180
1222
$6K ﹤0.01%
+144
1223
$6K ﹤0.01%
+135
1224
$6K ﹤0.01%
+93
1225
$6K ﹤0.01%
+60