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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
526
– –
-4,900
527
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-6,700
528
– –
-180
529
– –
-1,400
530
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-2,700
531
– –
-600
532
– –
-400
533
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-200
534
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-1,200
535
– –
-7,500
536
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-800
537
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-1,118
538
– –
-2,300
539
– –
-6,400
540
– –
-3,900
541
– –
-1,800
542
– –
-300
543
– –
-200
544
– –
-1,437
545
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-100
546
– –
-100
547
– –
-2,400
548
– –
-2,100
549
– –
-100
550
– –
-2,000
20 21
22
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