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
101
$171K 0.21%
+9,999
102
$170K 0.21%
+2,100
103
$170K 0.21%
+1,700
104
$169K 0.21%
+1,505
105
$168K 0.21%
+12,844
106
$168K 0.21%
+2,950
107
$167K 0.21%
+2,400
108
$167K 0.21%
+10,000
109
$166K 0.21%
+2,300
110
$164K 0.2%
+1,200
111
$162K 0.2%
+8,200
112
$160K 0.2%
+6,100
113
$160K 0.2%
+1,000
114
$159K 0.2%
+2,600
115
$156K 0.19%
+1,545
116
$150K 0.19%
+1,000
117
$149K 0.19%
+6,700
118
$147K 0.18%
+1,000
119
$146K 0.18%
+900
120
$144K 0.18%
+21,082
121
$144K 0.18%
+2,100
122
$144K 0.18%
+1,600
123
$141K 0.18%
+1,300
124
$141K 0.18%
+6,804
125
$140K 0.17%
+3,526
3 4
5
6 7