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
$78.6M
AUM Growth
-$4.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$4.04M
3
+$3.33M
4
NKE icon
Nike
NKE
+$2.16M
5
PLUG icon
Plug Power
PLUG
+$2M

Top Sells

1
+$4.26M
2
+$3.83M
3
+$3.61M
4
MSFT icon
Microsoft
MSFT
+$3.09M
5
TWTR
Twitter, Inc.
TWTR
+$2.55M

Sector Composition

1 Technology 21.03%
2 Consumer Discretionary 19.42%
3 Industrials 14.99%
4 Communication Services 12.23%
5 Financials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-22,100
227
– –
-1,395
228
– –
-18,500
229
– –
-5,700
230
– –
-1,200
231
– –
-4,700
232
– –
-887
233
– –
-2,162
6 7 8 9
10