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
126
-1,000
127
-1,100
128
-400
129
-3,900