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
1426
$1K ﹤0.01%
+33
1427
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+15
1428
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+15
1429
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+27
1430
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+25
1431
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+50
1433
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+10
1434
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+100
1435
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+33
1436
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+47
1437
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1438
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+200
1439
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+37
1440
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11
-560
1441
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+8
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+100
1445
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+20
1446
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+12
1447
$1K ﹤0.01%
+16
1448
$1K ﹤0.01%
+44
1449
$1K ﹤0.01%
+85
1450
$1K ﹤0.01%
+58
56 57
58
59 60