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ER

Enlightenment Research Portfolio holdings

AUM $45.2M
1-Year Est. Return 15.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-15.22%
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
+$3.5M
2
+$2.13M
3
+$1.59M
4
ZM icon
Zoom
ZM
+$1.42M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.42M

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
101
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104
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105
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106
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-1,000
107
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-2,300
108
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-9,000
109
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-7,500
110
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111
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-26,400
112
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113
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-23,958
114
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116
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125
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3 4
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6 7