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
626
$8K 0.01%
+300
627
$8K 0.01%
+700
628
$8K 0.01%
+100
629
$8K 0.01%
+560
630
$8K 0.01%
+400
631
$8K 0.01%
+300
632
$8K 0.01%
+200
633
$7K 0.01%
+8
634
$7K 0.01%
+1,300
635
$7K 0.01%
+200
636
$7K 0.01%
+200
637
$7K 0.01%
+200
638
$7K 0.01%
+100
639
$7K 0.01%
+1,400
640
$7K 0.01%
+100
641
$7K 0.01%
+100
642
$7K 0.01%
+300
643
$7K 0.01%
+100
644
$7K 0.01%
+100
645
$7K 0.01%
+300
646
$7K 0.01%
+400
647
$7K 0.01%
+100
648
$7K 0.01%
+1,000
649
$7K 0.01%
+700
650
$7K 0.01%
+250
24 25
26
27 28