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
351
$34K 0.04%
+300
352
$34K 0.04%
+2,100
353
$33K 0.04%
+1,000
354
$32K 0.04%
+2,200
355
$32K 0.04%
+700
356
$32K 0.04%
+1,350
357
$32K 0.04%
+1,700
358
$32K 0.04%
+600
359
$31K 0.04%
+300
360
$31K 0.04%
+1,600
361
$31K 0.04%
+500
362
$31K 0.04%
+700
363
$31K 0.04%
+700
364
$31K 0.04%
+600
365
$31K 0.04%
+2,100
366
$31K 0.04%
+3,000
367
$31K 0.04%
+800
368
$30K 0.04%
+702
369
$30K 0.04%
+2,100
370
$30K 0.04%
+200
371
$30K 0.04%
+1,400
372
$30K 0.04%
+800
373
$30K 0.04%
+1,100
374
$30K 0.04%
+800
375
$30K 0.04%
+1,000
13 14
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