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
$70.3M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$2.24M
3
+$1.69M
4
TSLA icon
Tesla
TSLA
+$1.69M
5
VZ icon
Verizon
VZ
+$1.67M

Top Sells

1
+$2.57M
2
+$2.24M
3
+$1.92M
4
MS icon
Morgan Stanley
MS
+$1.75M
5
ADBE icon
Adobe
ADBE
+$1.55M

Sector Composition

1 Technology 26.84%
2 Consumer Discretionary 21.55%
3 Communication Services 11.88%
4 Financials 11.17%
5 Healthcare 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$410K 0.58%
+5,700
52
$384K 0.55%
3,911
-17,857
53
$377K 0.54%
+4,574
54
$373K 0.53%
900
-5,400
55
$368K 0.52%
2,696
-404
56
$363K 0.52%
8,394
-1,306
57
$356K 0.51%
5,228
+3,075
58
$355K 0.5%
3,200
-400
59
$352K 0.5%
+1,400
60
$350K 0.5%
+1,100
61
$349K 0.5%
5,984
+2,884
62
$348K 0.49%
+3,000
63
$346K 0.49%
+3,973
64
$329K 0.47%
+1,128
65
$328K 0.47%
+12,200
66
$322K 0.46%
+500
67
$321K 0.46%
20,300
+10,300
68
$319K 0.45%
+4,400
69
$319K 0.45%
+1,400
70
$317K 0.45%
+346
71
$317K 0.45%
+2,400
72
$317K 0.45%
+900
73
$317K 0.45%
+15,300
74
$309K 0.44%
1,200
-4,800
75
$305K 0.43%
+1,400
1 2
3
4 5