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
$70.8M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1 +$5.4M
2 +$3.72M
3 +$3.4M
4
JD icon
JD.com
JD
+$3.3M
5
NVDA icon
NVIDIA
NVDA
+$2.44M

Top Sells

1 +$3.96M
2 +$2.11M
3 +$1.34M
4
DIS icon
Walt Disney
DIS
+$1.16M
5
FDX icon
FedEx
FDX
+$780K

Sector Composition

1 Technology 34.09%
2 Communication Services 19.89%
3 Consumer Discretionary 19.62%
4 Financials 10.54%
5 Healthcare 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-10,063
127
-20,400
128
-1,900
129
-4,490
130
-372
131
-4,600
132
-2,600
133
-4,900
134
-5,200
135
-1,700
136
-1,700
137
-5,901
138
-4,600