We are live on ! Find out more
ER

Enlightenment Research Portfolio holdings

AUM $45.2M
1-Year Est. Return 15.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-15.22%
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
+$2.26M
2
+$2.05M
3
+$1.78M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.74M
5
MU icon
Micron Technology
MU
+$1.51M

Top Sells

1
+$3.51M
2
+$3.47M
3
+$3.02M
4
AMZN icon
Amazon
AMZN
+$2.25M
5
MSFT icon
Microsoft
MSFT
+$1.65M

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
801
– –
-400
802
– –
-497
803
– –
-100
804
– –
-500
805
– –
-2,100
806
– –
-200
807
– –
-1,308
808
– –
-300
809
– –
-400
810
– –
-2,000
811
– –
-2,500
812
– –
-589
813
– –
-1,500
814
– –
-300
815
– –
-700
816
– –
-2,600
817
– –
-1,400
818
– –
-1,200
819
– –
-103,100
820
– –
-598
821
– –
-100
822
– –
-8,200
823
– –
-1,600
824
– –
-1,000
825
– –
-1,189
30 31 32
33
34