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
$78.6M
AUM Growth
-$4.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$4.04M
3
+$3.33M
4
NKE icon
Nike
NKE
+$2.16M
5
PLUG icon
Plug Power
PLUG
+$2M

Top Sells

1
+$4.26M
2
+$3.83M
3
+$3.61M
4
MSFT icon
Microsoft
MSFT
+$3.09M
5
TWTR
Twitter, Inc.
TWTR
+$2.55M

Sector Composition

1 Technology 21.03%
2 Consumer Discretionary 19.42%
3 Industrials 14.99%
4 Communication Services 12.23%
5 Financials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$447K 0.57%
+1,400
52
$426K 0.54%
+3,700
53
$425K 0.54%
+1,600
54
$417K 0.53%
+3,700
55
$410K 0.52%
2,923
-321
56
$409K 0.52%
+7,700
57
$408K 0.52%
1,400
58
$396K 0.5%
+6,501
59
$395K 0.5%
+2,100
60
$390K 0.5%
+3,019
61
$388K 0.49%
+6,400
62
$382K 0.49%
+1,600
63
$380K 0.48%
+1,100
64
$378K 0.48%
+16,587
65
$371K 0.47%
+5,556
66
$367K 0.47%
+8,100
67
$366K 0.47%
+2,100
68
$359K 0.46%
+4,800
69
$356K 0.45%
9,300
-13,400
70
$345K 0.44%
500
+19
71
$345K 0.44%
+2,526
72
$339K 0.43%
+857
73
$338K 0.43%
+1,400
74
$329K 0.42%
6,900
-15,451
75
$325K 0.41%
5,200
-100
1 2
3
4 5