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
$51.4M
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
834
New
Increased
Reduced
Closed

Top Buys

1 +$2.35M
2 +$2.01M
3 +$1.93M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.82M
5
MU icon
Micron Technology
MU
+$1.61M

Top Sells

1 +$3.67M
2 +$3.51M
3 +$3.38M
4
AMZN icon
Amazon
AMZN
+$2.25M
5
MSFT icon
Microsoft
MSFT
+$1.78M

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
51
$333K 0.65%
+11,200
52
$319K 0.62%
+6,715
53
$308K 0.6%
+2,600
54
$300K 0.58%
+6,019
55
$297K 0.58%
+1,100
56
$288K 0.56%
14,000
+11,800
57
$287K 0.56%
5,700
+4,100
58
$276K 0.54%
+2,600
59
$276K 0.54%
+1,500
60
$272K 0.53%
4,400
+3,900
61
$269K 0.52%
12,800
+2,700
62
$266K 0.52%
+1,902
63
$265K 0.52%
997
-603
64
$259K 0.5%
+4,600
65
$258K 0.5%
+6,500
66
$258K 0.5%
+7,800
67
$256K 0.5%
+8,500
68
$253K 0.49%
2,400
+1,300
69
$253K 0.49%
+7,001
70
$253K 0.49%
+3,200
71
$250K 0.49%
+3,100
72
$248K 0.48%
+3,600
73
$247K 0.48%
+13,400
74
$238K 0.46%
2,000
+400
75
$229K 0.45%
3,800
+3,291