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
326
$39K 0.05%
+400
327
$38K 0.05%
+1,800
328
$38K 0.05%
+600
329
$38K 0.05%
+1,500
330
$38K 0.05%
+1,700
331
$37K 0.05%
+300
332
$37K 0.05%
+1,500
333
$36K 0.04%
+582
334
$36K 0.04%
+1,000
335
$36K 0.04%
+1,800
336
$36K 0.04%
+2,200
337
$36K 0.04%
+300
338
$36K 0.04%
+2,100
339
$35K 0.04%
+1,300
340
$35K 0.04%
+700
341
$35K 0.04%
+1,000
342
$35K 0.04%
+5,500
343
$35K 0.04%
+2,800
344
$35K 0.04%
+3,400
345
$34K 0.04%
+500
346
$34K 0.04%
+200
347
$34K 0.04%
+200
348
$34K 0.04%
+500
349
$34K 0.04%
+1,700
350
$34K 0.04%
+3,500
12 13
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