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
$78.6M
AUM Growth
-$4.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$4.04M
3
+$3.33M
4
NKE icon
Nike
NKE
+$2.16M
5
PLUG icon
Plug Power
PLUG
+$2M

Top Sells

1
+$4.26M
2
+$3.83M
3
+$3.61M
4
MSFT icon
Microsoft
MSFT
+$3.09M
5
TWTR
Twitter, Inc.
TWTR
+$2.55M

Sector Composition

1 Technology 21.03%
2 Consumer Discretionary 19.42%
3 Industrials 14.99%
4 Communication Services 12.23%
5 Financials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$242K 0.31%
+1,015
102
$241K 0.31%
3,680
-930
103
$239K 0.3%
+7,617
104
$231K 0.29%
+8,500
105
$231K 0.29%
+4,300
106
$229K 0.29%
12,100
-100
107
$228K 0.29%
4,300
-14,638
108
$223K 0.28%
+1,084
109
$212K 0.27%
+1,200
110
$210K 0.27%
+3,315
111
$209K 0.27%
+1,000
112
$209K 0.27%
+1,700
113
$206K 0.26%
+1,100
114
$205K 0.26%
+800
115
$186K 0.24%
15,200
-200
116
$139K 0.18%
13,100
-9,700
117
$127K 0.16%
+12,500
118
$127K 0.16%
+23,900
119
$127K 0.16%
+15,000
120
$120K 0.15%
14,900
+500
121
$107K 0.14%
+14,400
122
$98K 0.12%
21,120
-10,824
123
$73K 0.09%
+10,000
124
$48K 0.06%
+11,400
125
$33K 0.04%
+92
3 4
5
6 7