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
1226
$6K ﹤0.01%
+135
1227
$6K ﹤0.01%
+93
1228
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+30
1229
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+60
1230
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+115
1231
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+65
1232
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+194
1233
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+29
1234
$6K ﹤0.01%
+2,250
1235
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+726
1236
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+277
1237
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+133
1238
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+1,732
1239
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175
-836
1240
$6K ﹤0.01%
+127
1241
$5K ﹤0.01%
+93
1242
$5K ﹤0.01%
+110
1243
$5K ﹤0.01%
+35
1244
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+33
1245
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+83
1246
$5K ﹤0.01%
+1,000
1247
$5K ﹤0.01%
+210
1248
$5K ﹤0.01%
+193
1249
$5K ﹤0.01%
+352
1250
$5K ﹤0.01%
+100