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
476
$19K 0.02%
+290
477
$19K 0.02%
+200
478
$19K 0.02%
+1,200
479
$19K 0.02%
+300
480
$19K 0.02%
+100
481
$19K 0.02%
+100
482
$19K 0.02%
+600
483
$19K 0.02%
+1,300
484
$18K 0.02%
+300
485
$18K 0.02%
+1,400
486
$18K 0.02%
+400
487
$18K 0.02%
+500
488
$18K 0.02%
+400
489
$18K 0.02%
+880
490
$18K 0.02%
+300
491
$18K 0.02%
+500
492
$18K 0.02%
+300
493
$18K 0.02%
+1,661
494
$17K 0.02%
+900
495
$17K 0.02%
+2,300
496
$17K 0.02%
+700
497
$17K 0.02%
+386
498
$17K 0.02%
+600
499
$16K 0.02%
+1,100
500
$16K 0.02%
+300
18 19
20
21 22