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 14.11%
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
1451
$1K ﹤0.01%
+22
1452
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+100
1453
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+500
1454
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+36
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+30
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+5
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+6
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+100
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+321
1466
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+141
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+100
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+9
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+14
1472
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+50
1473
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+12
1474
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+11
1475
$1K ﹤0.01%
+15