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
76
$210K 0.26%
+2,500
77
$208K 0.26%
+10,100
78
$205K 0.25%
+2,000
79
$205K 0.25%
+1,600
80
$203K 0.25%
+9,903
81
$203K 0.25%
+7,900
82
$199K 0.25%
+3,400
83
$198K 0.25%
+2,700
84
$197K 0.24%
+1,500
85
$192K 0.24%
+1,200
86
$192K 0.24%
+7,800
87
$191K 0.24%
+4,200
88
$191K 0.24%
+2,800
89
$189K 0.23%
+3,500
90
$187K 0.23%
+3,859
91
$187K 0.23%
+12,100
92
$184K 0.23%
+2,744
93
$180K 0.22%
+820
94
$180K 0.22%
+1,600
95
$180K 0.22%
+2,900
96
$179K 0.22%
+2,100
97
$178K 0.22%
+4,500
98
$178K 0.22%
+3,300
99
$176K 0.22%
+2,100
100
$172K 0.21%
+7,500
2 3
4
5 6