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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
$21.4M
AUM Growth
-$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$949K
3
+$920K
4
QCOM icon
Qualcomm
QCOM
+$862K
5
XOM icon
Exxon Mobil
XOM
+$830K

Top Sells

1
+$2.48M
2
+$2.21M
3
+$2.18M
4
AMZN icon
Amazon
AMZN
+$1.39M
5
CRM icon
Salesforce
CRM
+$1.35M

Sector Composition

1 Technology 20.83%
2 Healthcare 18.09%
3 Financials 15.36%
4 Communication Services 13.53%
5 Industrials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-3,100
127
– –
-3,600
128
– –
-2,400
129
– –
-10,300
130
– –
-17,300
131
– –
-2,400
132
– –
-6,300
133
– –
-6,900
134
– –
-28,600
2 3 4 5
6