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
1251
$5K ﹤0.01%
+100
1252
$5K ﹤0.01%
+200
1253
$5K ﹤0.01%
111
-1,016
1254
$5K ﹤0.01%
+30
1255
$5K ﹤0.01%
+200
1256
$5K ﹤0.01%
+120
1257
$5K ﹤0.01%
+166
1258
$5K ﹤0.01%
+38
1259
$5K ﹤0.01%
+226
1260
$5K ﹤0.01%
+15
1261
$5K ﹤0.01%
+81
1262
$5K ﹤0.01%
+225
1263
$5K ﹤0.01%
+38
1264
$5K ﹤0.01%
+84
1265
$5K ﹤0.01%
+93
1266
$5K ﹤0.01%
+1,078
1267
$5K ﹤0.01%
+50
1268
$5K ﹤0.01%
+102
1269
$5K ﹤0.01%
+579
1270
$5K ﹤0.01%
+429
1271
$5K ﹤0.01%
+86
1272
$5K ﹤0.01%
+80
1273
$5K ﹤0.01%
+90
1274
$5K ﹤0.01%
+22
1275
$5K ﹤0.01%
+120