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
451
$21K 0.03%
+509
452
$21K 0.03%
+300
453
$21K 0.03%
+400
454
$21K 0.03%
+300
455
$21K 0.03%
+1,300
456
$21K 0.03%
+500
457
$21K 0.03%
+400
458
$20K 0.02%
+200
459
$20K 0.02%
+300
460
$20K 0.02%
+1,400
461
$20K 0.02%
+600
462
$20K 0.02%
+400
463
$20K 0.02%
+1,000
464
$20K 0.02%
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465
$20K 0.02%
+2,300
466
$20K 0.02%
+500
467
$20K 0.02%
+800
468
$20K 0.02%
+1,118
469
$19K 0.02%
+200
470
$19K 0.02%
+1,200
471
$19K 0.02%
+400
472
$19K 0.02%
+300
473
$19K 0.02%
+100
474
$19K 0.02%
+100
475
$19K 0.02%
+200
17 18
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