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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
$396M
AUM Growth
-$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,395
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$4.96M
3
+$3.97M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.39M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.33M

Top Sells

1
+$2.01M
2
+$1.29M
3
+$756K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$569K
5
RWX icon
State Street SPDR Dow Jones International Real Estate ETF
RWX
+$503K

Sector Composition

1 Financials 6.53%
2 Consumer Staples 4.87%
3 Technology 4.41%
4 Healthcare 4.21%
5 Industrials 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$15K ﹤0.01%
622
552
$15K ﹤0.01%
184
+109
553
$14K ﹤0.01%
481
+25
554
$14K ﹤0.01%
1,151
+212
555
$14K ﹤0.01%
216
+190
556
$14K ﹤0.01%
374
-136
557
$14K ﹤0.01%
99
+30
558
$14K ﹤0.01%
362
-85
559
$14K ﹤0.01%
90
+60
560
$14K ﹤0.01%
71
+4
561
$14K ﹤0.01%
608
+139
562
$14K ﹤0.01%
2,694
+1,268
563
$14K ﹤0.01%
84
-75
564
$14K ﹤0.01%
67
+6
565
$14K ﹤0.01%
536
-519
566
$14K ﹤0.01%
310
+29
567
$14K ﹤0.01%
158
-31
568
$14K ﹤0.01%
174
-22
569
$13K ﹤0.01%
84
+11
570
$13K ﹤0.01%
8
571
$13K ﹤0.01%
158
+13
572
$13K ﹤0.01%
263
-220
573
$13K ﹤0.01%
73
-4
574
$13K ﹤0.01%
260
575
$13K ﹤0.01%
3,089
+1,996
21 22
23
24 25