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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104
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107
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-21,800
108
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109
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110
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-9,600
112
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113
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114
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115
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-8,999
117
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118
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120
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121
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122
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123
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124
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125
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-8,300
2 3 4
5
6