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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
$458M
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,285
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$25.8M
3
+$17.7M
4
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$16.8M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$13.6M

Top Sells

1
+$392K
2
+$289K
3
+$256K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$250K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$224K

Sector Composition

1 Financials 9.07%
2 Consumer Staples 4.72%
3 Healthcare 4.31%
4 Technology 4.22%
5 Industrials 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$19K ﹤0.01%
139
+67
577
$19K ﹤0.01%
769
+16
578
$19K ﹤0.01%
414
+192
579
$19K ﹤0.01%
319
580
$19K ﹤0.01%
+400
581
$19K ﹤0.01%
304
582
$19K ﹤0.01%
662
+37
583
$19K ﹤0.01%
309
584
$19K ﹤0.01%
383
585
$18K ﹤0.01%
+17
586
$18K ﹤0.01%
567
-194
587
$18K ﹤0.01%
+94
588
$18K ﹤0.01%
203
589
$18K ﹤0.01%
+1,732
590
$18K ﹤0.01%
470
-74
591
$18K ﹤0.01%
5,078
-423
592
$18K ﹤0.01%
+530
593
$18K ﹤0.01%
455
-128
594
$18K ﹤0.01%
189
595
$18K ﹤0.01%
697
-102
596
$18K ﹤0.01%
762
597
$18K ﹤0.01%
+4,000
598
$18K ﹤0.01%
386
599
$18K ﹤0.01%
1,039
+62
600
$18K ﹤0.01%
636
22 23
24
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