We are live on ! Find out more
ER

Enlightenment Research Portfolio holdings

AUM $45.2M
1-Year Est. Return 15.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-15.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$51.4M
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
834
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$2.05M
3
+$1.78M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.74M
5
MU icon
Micron Technology
MU
+$1.51M

Top Sells

1
+$3.51M
2
+$3.47M
3
+$3.02M
4
AMZN icon
Amazon
AMZN
+$2.25M
5
MSFT icon
Microsoft
MSFT
+$1.65M

Sector Composition

1 Technology 23.6%
2 Communication Services 17.82%
3 Healthcare 17.27%
4 Consumer Discretionary 11.68%
5 Financials 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-20,500
352
– –
-324
353
– –
-400
354
– –
-1,400
355
– –
-9,000
356
– –
-1,500
357
– –
-100
358
– –
-364
359
– –
-1,700
360
– –
-200
361
– –
-1,000
362
– –
-1,756
363
– –
-600
364
– –
-400
365
– –
-600
366
– –
-100
367
– –
-300
368
– –
-500
369
– –
-1,400
370
– –
-1,200
371
– –
-400
372
– –
-3,500
373
– –
-3,900
374
– –
-200
375
– –
-600
13 14
15
16 17