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EFSCE

Enterprise Financial Services Corp (EFSC) Portfolio holdings

AUM $197M
1-Year Est. Return 19.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$168M
AUM Growth
+$4.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,401
New
Increased
Reduced
Closed

Top Buys

1
+$702K
2
+$430K
3
+$401K
4
RTX icon
RTX Corp
RTX
+$347K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$296K

Top Sells

1
+$896K
2
+$584K
3
+$465K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$351K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$289K

Sector Composition

1 Financials 16.89%
2 Energy 8%
3 Healthcare 7.55%
4 Consumer Staples 7.06%
5 Industrials 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$18K 0.01%
245
477
$18K 0.01%
269
478
$18K 0.01%
1,500
479
$18K 0.01%
193
-54
480
$18K 0.01%
499
481
$18K 0.01%
253
482
$18K 0.01%
377
483
$18K 0.01%
220
-294
484
$17K 0.01%
403
-183
485
$17K 0.01%
1,662
+86
486
$17K 0.01%
386
487
$17K 0.01%
313
488
$17K 0.01%
483
489
$17K 0.01%
688
-1,109
490
$17K 0.01%
239
491
$17K 0.01%
230
492
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503
493
$17K 0.01%
390
494
$17K 0.01%
104
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495
$17K 0.01%
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496
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305
497
$16K 0.01%
173
498
$16K 0.01%
276
-69
499
$16K 0.01%
147
500
$16K 0.01%
755
18 19
20
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