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
1576
$0 ﹤0.01%
+50
1577
-700
1578
$0 ﹤0.01%
18,870
1579
$0 ﹤0.01%
+380
1580
$0 ﹤0.01%
+2,500
1581
$0 ﹤0.01%
+500