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
1226
$6K ﹤0.01%
+144
1227
$6K ﹤0.01%
+135
1228
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+93
1229
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+60
1230
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+115
1231
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1232
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+194
1233
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+29
1234
$6K ﹤0.01%
+2,250
1235
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+277
1236
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+133
1237
$6K ﹤0.01%
+1,732
1238
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175
-836
1239
$6K ﹤0.01%
+127
1240
$5K ﹤0.01%
+429
1241
$5K ﹤0.01%
+86
1242
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+90
1243
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+22
1244
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+120
1245
$5K ﹤0.01%
+142
1246
$5K ﹤0.01%
+110
1247
$5K ﹤0.01%
+35
1248
$5K ﹤0.01%
+33
1249
$5K ﹤0.01%
+83
1250
$5K ﹤0.01%
+1,000