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
$78.6M
AUM Growth
-$4.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$4.04M
3
+$3.33M
4
NKE icon
Nike
NKE
+$2.16M
5
PLUG icon
Plug Power
PLUG
+$2M

Top Sells

1
+$4.26M
2
+$3.83M
3
+$3.61M
4
MSFT icon
Microsoft
MSFT
+$3.09M
5
TWTR
Twitter, Inc.
TWTR
+$2.55M

Sector Composition

1 Technology 21.03%
2 Consumer Discretionary 19.42%
3 Industrials 14.99%
4 Communication Services 12.23%
5 Financials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$323K 0.41%
+4,200
77
$322K 0.41%
1,050
+150
78
$322K 0.41%
11,000
+6,000
79
$320K 0.41%
+9,600
80
$313K 0.4%
+2,801
81
$312K 0.4%
+900
82
$306K 0.39%
+1,500
83
$306K 0.39%
3,700
+1,200
84
$306K 0.39%
+1,957
85
$294K 0.37%
+1,500
86
$291K 0.37%
+1,300
87
$290K 0.37%
+7,400
88
$289K 0.37%
+2,395
89
$289K 0.37%
+1,700
90
$273K 0.35%
+1,300
91
$272K 0.35%
+1,000
92
$262K 0.33%
+5,250
93
$261K 0.33%
+12,100
94
$260K 0.33%
+1,600
95
$258K 0.33%
+3,300
96
$255K 0.32%
+700
97
$253K 0.32%
+2,800
98
$248K 0.32%
+16,700
99
$246K 0.31%
3,900
-14,300
100
$244K 0.31%
400
-400
2 3
4
5 6