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
401
$25K 0.03%
+600
402
$25K 0.03%
+500
403
$25K 0.03%
+1,178
404
$25K 0.03%
+500
405
$25K 0.03%
+500
406
$25K 0.03%
+300
407
$24K 0.03%
+700
408
$24K 0.03%
+400
409
$24K 0.03%
+300
410
$24K 0.03%
+1,100
411
$24K 0.03%
+900
412
$24K 0.03%
+1,300
413
$24K 0.03%
+1,321
414
$24K 0.03%
+600
415
$24K 0.03%
+800
416
$24K 0.03%
+300
417
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+1,200
418
$24K 0.03%
+900
419
$24K 0.03%
+1,500
420
$24K 0.03%
+400
421
$23K 0.03%
+300
422
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+200
423
$23K 0.03%
+200
424
$23K 0.03%
+300
425
$23K 0.03%
+800
15 16
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