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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
426
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-800
427
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-1,867
428
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-6,000
429
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430
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431
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-2,500
432
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-600
433
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-8,221
434
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435
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-2,744
436
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-1,700
437
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439
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-2,900
441
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-200
442
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-1,200
443
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-1,178
444
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-1,100
445
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446
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-2,700
447
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-45
448
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-1,100
449
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-6,400
450
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-1,300
16 17
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