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
551
$12K 0.01%
+500
552
$12K 0.01%
+1,100
553
$12K 0.01%
+300
554
$12K 0.01%
+375
555
$12K 0.01%
+500
556
$12K 0.01%
+500
557
$11K 0.01%
+700
558
$11K 0.01%
+200
559
$11K 0.01%
+400
560
$11K 0.01%
+500
561
$11K 0.01%
+200
562
$11K 0.01%
+700
563
$11K 0.01%
+200
564
$11K 0.01%
+900
565
$11K 0.01%
+700
566
$11K 0.01%
+100
567
$11K 0.01%
+200
568
$11K 0.01%
+200
569
$11K 0.01%
+200
570
$10K 0.01%
+600
571
$10K 0.01%
+300
572
$10K 0.01%
+200
573
$10K 0.01%
+1,000
574
$10K 0.01%
+283
575
$10K 0.01%
+100
21 22
23
24 25