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

Top Buys

1
+$2.43M
2
+$1.4M
3
+$1.38M
4
GOTU icon
Gaotu Techedu
GOTU
+$1.34M
5
V icon
Visa
V
+$1.1M

Top Sells

1
+$4.12M
2
+$2.75M
3
+$2.33M
4
SHOP icon
Shopify
SHOP
+$2.28M
5
ZM icon
Zoom
ZM
+$1.6M

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
101
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102
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103
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104
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-16,500
105
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106
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-5,900
107
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-2,100
108
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-10,300
109
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-1,000
110
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-1,100
111
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-400
112
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-3,144
113
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-15,400
114
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-24,800
115
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-8,300
116
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-21,800
117
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-17,200
118
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119
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-9,600
120
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-24,000
121
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122
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-4,000
123
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-1,700
124
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-8,999
125
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-3,400
2 3 4
5
6