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
$42M
AUM Growth
-$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$2.21M
3
+$2M
4
NVDA icon
NVIDIA
NVDA
+$1.86M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.49M

Top Sells

1
+$13.1M
2
+$6.83M
3
+$4.16M
4
TTD icon
Trade Desk
TTD
+$3.62M
5
BA icon
Boeing
BA
+$1.76M

Sector Composition

1 Technology 38.92%
2 Consumer Discretionary 12.46%
3 Communication Services 12.09%
4 Financials 8.99%
5 Healthcare 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$41K 0.1%
+16,000
77
– –
-14,600
78
– –
-2,000
79
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-14,400
80
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-7,200
81
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-2,000
82
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-13,100
83
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-5
84
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-2,200
85
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-3,000
86
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87
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89
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-4,560
90
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-5,100
91
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-22,900
92
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-13,500
93
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94
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-1,577
95
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-1,400
96
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-2,500
97
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-35,400
98
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-13,200
99
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-4,236
100
– –
-3,501
2 3
4
5 6