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
$81.9M
AUM Growth
+$3.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$2.12M
3
+$2.02M
4
GS icon
Goldman Sachs
GS
+$1.54M
5
UNP icon
Union Pacific
UNP
+$1.49M

Top Sells

1
+$5.11M
2
+$2.65M
3
+$2.35M
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
176
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191
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192
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200
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5 6 7
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