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
1426
$1K ﹤0.01%
+33
1427
$1K ﹤0.01%
+47
1428
$1K ﹤0.01%
+38
1429
$1K ﹤0.01%
+36
1430
$1K ﹤0.01%
+5
1431
$1K ﹤0.01%
+18
1432
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+6
1433
$1K ﹤0.01%
+100
1434
$1K ﹤0.01%
+14
1435
$1K ﹤0.01%
+22
1436
$1K ﹤0.01%
+4
1437
$1K ﹤0.01%
+44
1438
$1K ﹤0.01%
+85
1439
$1K ﹤0.01%
+17
1440
$1K ﹤0.01%
+350
1441
$1K ﹤0.01%
+58
1442
$1K ﹤0.01%
+69
1443
$1K ﹤0.01%
+12
1444
$1K ﹤0.01%
+5
1445
$1K ﹤0.01%
+12
1446
$1K ﹤0.01%
+22
1447
$1K ﹤0.01%
+100
1448
$1K ﹤0.01%
+500
1449
$1K ﹤0.01%
+9
1450
$1K ﹤0.01%
+14
56 57
58
59 60