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
376
$29K 0.04%
+400
377
$29K 0.04%
+500
378
$29K 0.04%
+300
379
$28K 0.03%
+500
380
$28K 0.03%
+1,100
381
$28K 0.03%
+600
382
$28K 0.03%
+600
383
$28K 0.03%
+1,200
384
$28K 0.03%
+1,800
385
$28K 0.03%
+1,400
386
$27K 0.03%
+500
387
$27K 0.03%
+400
388
$27K 0.03%
+1,700
389
$27K 0.03%
+1,200
390
$27K 0.03%
+400
391
$27K 0.03%
+600
392
$27K 0.03%
+800
393
$26K 0.03%
+200
394
$26K 0.03%
+230
395
$26K 0.03%
+800
396
$25K 0.03%
+598
397
$25K 0.03%
+503
398
$25K 0.03%
+500
399
$25K 0.03%
+9,800
400
$25K 0.03%
+400
14 15
16
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