We are live on ! Find out more
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
$81.9M
AUM Growth
+$3.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$2.15M
3
+$2.05M
4
UNP icon
Union Pacific
UNP
+$1.64M
5
GS icon
Goldman Sachs
GS
+$1.59M

Top Sells

1
+$5.11M
2
+$2.66M
3
+$2.38M
4
NKE icon
Nike
NKE
+$2.16M
5
PLUG icon
Plug Power
PLUG
+$2M

Sector Composition

1 Technology 30.16%
2 Consumer Discretionary 16.85%
3 Financials 16.16%
4 Healthcare 13.48%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-14,400
152
– –
-2,395
153
– –
-5,556
154
– –
-2,923
155
– –
-19,645
156
– –
-1,050
157
– –
-1,300
158
– –
-6,700
159
– –
-3,019
160
– –
-9,300
161
– –
-7,700
162
– –
-12,100
163
– –
-2,526
164
– –
-7,617
165
– –
-2,300
166
– –
-4,800
167
– –
-14,700
168
– –
-6,900
169
– –
-9,000
170
– –
-14,000
171
– –
-1,600
172
– –
-8,500
173
– –
-1,700
174
– –
-7,600
175
– –
-820
5 6
7
8 9