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
751
$3K ﹤0.01%
+300
752
$3K ﹤0.01%
+103
753
$3K ﹤0.01%
+300
754
$3K ﹤0.01%
+200
755
$3K ﹤0.01%
+45
756
$2K ﹤0.01%
+100
757
$2K ﹤0.01%
+209
758
$2K ﹤0.01%
+75
759
$2K ﹤0.01%
+100
760
$2K ﹤0.01%
+100
761
$2K ﹤0.01%
+100
762
$2K ﹤0.01%
+100
763
$2K ﹤0.01%
+200
764
$2K ﹤0.01%
+200
765
$2K ﹤0.01%
+100
766
$2K ﹤0.01%
+248
767
$2K ﹤0.01%
+400
768
$2K ﹤0.01%
+100
769
$2K ﹤0.01%
+400
770
$2K ﹤0.01%
+300
771
$2K ﹤0.01%
+200
772
$2K ﹤0.01%
+100
773
$1K ﹤0.01%
+100
774
$1K ﹤0.01%
+589
775
$1K ﹤0.01%
+10
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