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
$80.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$3.82M
3
+$3.51M
4
AMZN icon
Amazon
AMZN
+$2.25M
5
MSFT icon
Microsoft
MSFT
+$2.21M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.52%
2 Healthcare 13.48%
3 Consumer Discretionary 12.45%
4 Financials 11.52%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$138K 0.17%
+1,502
127
$137K 0.17%
+1,500
128
$136K 0.17%
+4,600
129
$136K 0.17%
+2,300
130
$134K 0.17%
+1,756
131
$133K 0.17%
+7,200
132
$133K 0.17%
+837
133
$130K 0.16%
+1,000
134
$129K 0.16%
+8,900
135
$128K 0.16%
+1,800
136
$128K 0.16%
+2,599
137
$126K 0.16%
+1,396
138
$126K 0.16%
+3,000
139
$125K 0.16%
+1,300
140
$125K 0.16%
+9,000
141
$125K 0.16%
+7,700
142
$124K 0.15%
+2,100
143
$122K 0.15%
+3,000
144
$121K 0.15%
+6,400
145
$121K 0.15%
+2,000
146
$120K 0.15%
+2,400
147
$120K 0.15%
+894
148
$120K 0.15%
+1,100
149
$119K 0.15%
+1,600
150
$119K 0.15%
+5,500
4 5
6
7 8