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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
$169M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,213
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$998K
3
+$637K
4
PEP icon
PepsiCo
PEP
+$603K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$544K

Top Sells

1
+$920K
2
+$723K
3
+$575K
4
FFIV icon
F5
FFIV
+$542K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$535K

Sector Composition

1 Financials 21.02%
2 Consumer Staples 8.42%
3 Healthcare 7.57%
4 Industrials 5.98%
5 Communication Services 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$15K 0.01%
300
477
$14K 0.01%
3,246
-161
478
$14K 0.01%
252
+81
479
$14K 0.01%
248
480
$14K 0.01%
+769
481
$14K 0.01%
+109
482
$14K 0.01%
323
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483
$14K 0.01%
+462
484
$14K 0.01%
211
485
$14K 0.01%
292
486
$14K 0.01%
193
487
$14K 0.01%
295
-578
488
$14K 0.01%
562
489
$14K 0.01%
294
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490
$14K 0.01%
736
491
$14K 0.01%
1,624
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492
$13K 0.01%
67
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493
$13K 0.01%
353
494
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495
$13K 0.01%
474
496
$13K 0.01%
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497
$13K 0.01%
612
498
$13K 0.01%
2,000
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499
$13K 0.01%
2,000
500
$13K 0.01%
468
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