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
51
$317K 0.39%
+900
52
$316K 0.39%
+2,000
53
$315K 0.39%
+2,200
54
$313K 0.39%
+1,099
55
$313K 0.39%
+5,000
56
$304K 0.38%
+10,400
57
$300K 0.37%
+6,400
58
$292K 0.36%
+3,794
59
$288K 0.36%
+4,000
60
$280K 0.35%
+6,400
61
$270K 0.34%
+4,500
62
$268K 0.33%
+3,700
63
$266K 0.33%
+7,500
64
$264K 0.33%
+4,700
65
$261K 0.32%
+9,485
66
$260K 0.32%
+10,500
67
$254K 0.32%
+3,900
68
$245K 0.3%
+5,500
69
$245K 0.3%
+5,120
70
$244K 0.3%
+1,400
71
$235K 0.29%
+3,489
72
$232K 0.29%
+17,600
73
$224K 0.28%
+1,000
74
$215K 0.27%
+1,400
75
$214K 0.27%
+4,300
1 2
3
4 5