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
726
$4K 0.01%
+200
727
$4K 0.01%
+100
728
$4K 0.01%
+100
729
$4K 0.01%
+2,200
730
$3K ﹤0.01%
+200
731
$3K ﹤0.01%
+100
732
$3K ﹤0.01%
+1,000
733
$3K ﹤0.01%
+100
734
$3K ﹤0.01%
+244
735
$3K ﹤0.01%
+200
736
$3K ﹤0.01%
+100
737
$3K ﹤0.01%
+300
738
$3K ﹤0.01%
+400
739
$3K ﹤0.01%
+200
740
$3K ﹤0.01%
+103
741
$3K ﹤0.01%
+300
742
$3K ﹤0.01%
+100
743
$3K ﹤0.01%
+100
744
$3K ﹤0.01%
+300
745
$3K ﹤0.01%
+100
746
$3K ﹤0.01%
+100
747
$3K ﹤0.01%
+100
748
$3K ﹤0.01%
+200
749
$3K ﹤0.01%
+45
750
$3K ﹤0.01%
+100
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