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
$70.3M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$2.24M
3
+$1.69M
4
TSLA icon
Tesla
TSLA
+$1.69M
5
VZ icon
Verizon
VZ
+$1.67M

Top Sells

1
+$2.57M
2
+$2.24M
3
+$1.92M
4
MS icon
Morgan Stanley
MS
+$1.75M
5
ADBE icon
Adobe
ADBE
+$1.55M

Sector Composition

1 Technology 26.84%
2 Consumer Discretionary 21.55%
3 Communication Services 11.88%
4 Financials 11.17%
5 Healthcare 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$287K 0.41%
1,600
-200
77
$286K 0.41%
4,800
-1,966
78
$281K 0.4%
+5,000
79
$279K 0.4%
+4,800
80
$278K 0.4%
13,400
-10,700
81
$274K 0.39%
5,900
+2,700
82
$273K 0.39%
+700
83
$271K 0.39%
+900
84
$269K 0.38%
+5,800
85
$268K 0.38%
+12,000
86
$266K 0.38%
+800
87
$261K 0.37%
+1,400
88
$260K 0.37%
+23,700
89
$258K 0.37%
+2,900
90
$254K 0.36%
1,000
-5,200
91
$254K 0.36%
+4,200
92
$247K 0.35%
+1,000
93
$240K 0.34%
+2,000
94
$238K 0.34%
1,600
-200
95
$233K 0.33%
+800
96
$229K 0.33%
+2,100
97
$229K 0.33%
1,400
-2,211
98
$225K 0.32%
1,300
-3,500
99
$224K 0.32%
1,368
-4,032
100
$224K 0.32%
+2,400
2 3
4
5 6