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
$81.9M
AUM Growth
+$3.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$2.12M
3
+$2.02M
4
GS icon
Goldman Sachs
GS
+$1.54M
5
UNP icon
Union Pacific
UNP
+$1.49M

Top Sells

1
+$5.11M
2
+$2.65M
3
+$2.35M
4
NKE icon
Nike
NKE
+$2.16M
5
PLUG icon
Plug Power
PLUG
+$2M

Sector Composition

1 Technology 30.16%
2 Consumer Discretionary 16.85%
3 Financials 16.16%
4 Healthcare 13.48%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$909K 1.11%
+3,100
27
$905K 1.1%
+5,400
28
$900K 1.1%
+3,600
29
$874K 1.07%
+3,200
30
$858K 1.05%
5,300
+212
31
$858K 1.05%
+7,165
32
$827K 1.01%
+3,260
33
$817K 1%
2,700
-1,700
34
$812K 0.99%
+4,800
35
$792K 0.97%
+8,729
36
$737K 0.9%
2,850
-6,150
37
$727K 0.89%
+3,194
38
$726K 0.89%
+6,500
39
$717K 0.88%
+4,800
40
$704K 0.86%
3,200
-10,689
41
$685K 0.84%
+5,800
42
$666K 0.81%
+1,100
43
$664K 0.81%
+2,500
44
$640K 0.78%
+9,400
45
$627K 0.77%
+9,500
46
$598K 0.73%
+6,200
47
$593K 0.72%
+4,600
48
$591K 0.72%
+3,900
49
$587K 0.72%
+3,400
50
$586K 0.72%
+9,700
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