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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
401
– –
-10,200
402
– –
-1,100
403
– –
-2,100
404
– –
-1,100
405
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-30
406
– –
-1,300
407
– –
-1,000
408
– –
-400
409
– –
-100
410
– –
-1,803
411
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-3,500
412
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-3,300
413
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-1,400
414
– –
-10,000
415
– –
-13,700
416
– –
-1,500
417
– –
-1,920
418
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-3,000
419
– –
-3,600
420
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-300
421
– –
-700
422
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-100
423
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-2,100
424
– –
-4,691
425
– –
-2,800
15 16
17
18 19