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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
$33.8M
AUM Growth
-$8.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.41M
3
+$1.33M
4
NKE icon
Nike
NKE
+$1.18M
5
V icon
Visa
V
+$1.1M

Top Sells

1
+$4.12M
2
+$2.46M
3
+$2.28M
4
NVDA icon
NVIDIA
NVDA
+$2M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.49M

Sector Composition

1 Technology 33.77%
2 Consumer Discretionary 17.18%
3 Communication Services 13.33%
4 Industrials 11.56%
5 Consumer Staples 10.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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104
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107
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-9,600
109
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110
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125
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5
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