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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
201
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-1,600
202
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203
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-9,600
204
– –
-11,400
205
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-13,100
206
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-10,000
207
– –
-1,000
208
– –
-1,300
209
– –
-1,100
210
– –
-3,300
211
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-1,500
212
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-900
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-5,900
214
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-3,900
215
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216
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-6,501
217
– –
-857
218
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-8,359
219
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-14,900
220
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-15,200
221
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-7,400
222
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-58,400
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