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
276
$55K 0.07%
+893
277
$55K 0.07%
+2,200
278
$54K 0.07%
+3,100
279
$54K 0.07%
+2,400
280
$54K 0.07%
+2,400
281
$54K 0.07%
+1,800
282
$53K 0.07%
+3,400
283
$53K 0.07%
+1,800
284
$53K 0.07%
+2,000
285
$53K 0.07%
+500
286
$52K 0.06%
+600
287
$52K 0.06%
+1,400
288
$51K 0.06%
+300
289
$51K 0.06%
+1,300
290
$50K 0.06%
+3,800
291
$50K 0.06%
+800
292
$50K 0.06%
+4,800
293
$49K 0.06%
+300
294
$49K 0.06%
+1,200
295
$49K 0.06%
+1,400
296
$49K 0.06%
+1,100
297
$48K 0.06%
+1,100
298
$48K 0.06%
+1,000
299
$47K 0.06%
+2,900
300
$47K 0.06%
+800
10 11
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