ER

Enlightenment Research Portfolio holdings

AUM $45.2M
1-Year Est. Return 15.21%
This Quarter Est. Return
1 Year Est. Return
-15.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$80.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$3.82M
3
+$3.51M
4
AMZN icon
Amazon
AMZN
+$2.25M
5
MSFT icon
Microsoft
MSFT
+$2.21M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.52%
2 Healthcare 13.48%
3 Consumer Discretionary 12.45%
4 Financials 11.52%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$79K 0.1%
+600
227
$78K 0.1%
+1,600
228
$77K 0.1%
+1,300
229
$77K 0.1%
+1,784
230
$77K 0.1%
+2,200
231
$76K 0.09%
+1,600
232
$75K 0.09%
+1,600
233
$74K 0.09%
+6,468
234
$74K 0.09%
+1,200
235
$73K 0.09%
+600
236
$73K 0.09%
+1,742
237
$73K 0.09%
+4,400
238
$73K 0.09%
+1,390
239
$71K 0.09%
+500
240
$71K 0.09%
+2,200
241
$70K 0.09%
+300
242
$68K 0.08%
+700
243
$68K 0.08%
+200
244
$67K 0.08%
+600
245
$67K 0.08%
+5,216
246
$67K 0.08%
+1,294
247
$66K 0.08%
+19,500
248
$65K 0.08%
+1,100
249
$65K 0.08%
+800
250
$64K 0.08%
+2,300
8 9
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