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
176
$101K 0.13%
+705
177
$101K 0.13%
+1,100
178
$101K 0.13%
+800
179
$101K 0.13%
+1,200
180
$101K 0.13%
+1,100
181
$100K 0.12%
+3,200
182
$98K 0.12%
+700
183
$97K 0.12%
+2,600
184
$97K 0.12%
+4,200
185
$97K 0.12%
+700
186
$96K 0.12%
+3,000
187
$96K 0.12%
+1,400
188
$96K 0.12%
+1,100
189
$95K 0.12%
+2,500
190
$95K 0.12%
+4,100
191
$94K 0.12%
+1,100
192
$94K 0.12%
+800
193
$93K 0.12%
+900
194
$92K 0.11%
+700
195
$92K 0.11%
+1,832
196
$91K 0.11%
+1,400
197
$91K 0.11%
+1,205
198
$90K 0.11%
+1,189
199
$90K 0.11%
+1,400
200
$88K 0.11%
+1,100
6 7
8
9 10