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
$70.3M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$2.24M
3
+$1.69M
4
TSLA icon
Tesla
TSLA
+$1.69M
5
VZ icon
Verizon
VZ
+$1.67M

Top Sells

1
+$2.57M
2
+$2.24M
3
+$1.92M
4
MS icon
Morgan Stanley
MS
+$1.75M
5
ADBE icon
Adobe
ADBE
+$1.55M

Sector Composition

1 Technology 26.84%
2 Consumer Discretionary 21.55%
3 Communication Services 11.88%
4 Financials 11.17%
5 Healthcare 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$732K 1.04%
+11,000
27
$723K 1.03%
8,600
+1,900
28
$705K 1%
1,800
+400
29
$678K 0.96%
3,600
-1,309
30
$677K 0.96%
3,700
-900
31
$659K 0.94%
+1,000
32
$649K 0.92%
+2,900
33
$648K 0.92%
1,703
-1,557
34
$636K 0.9%
+8,300
35
$610K 0.87%
+8,700
36
$581K 0.83%
8,000
+2,800
37
$574K 0.82%
+6,400
38
$538K 0.76%
+9,149
39
$537K 0.76%
+4,000
40
$495K 0.7%
+2,200
41
$486K 0.69%
+11,600
42
$472K 0.67%
+1,000
43
$468K 0.67%
+4,600
44
$463K 0.66%
+10,400
45
$462K 0.66%
+25,710
46
$458K 0.65%
+1,200
47
$441K 0.63%
+10,000
48
$425K 0.6%
+7,178
49
$414K 0.59%
+20,600
50
$413K 0.59%
22,243
-4,767
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