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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
$159M
AUM Growth
-$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,124
New
Increased
Reduced
Closed

Top Buys

1
+$871K
2
+$651K
3
+$284K
4
RWX icon
State Street SPDR Dow Jones International Real Estate ETF
RWX
+$272K
5
CI icon
Cigna
CI
+$262K

Top Sells

1
+$916K
2
+$863K
3
+$505K
4
EFSC icon
Enterprise Financial Services Corp
EFSC
+$431K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$395K

Sector Composition

1 Financials 15.32%
2 Consumer Staples 10.1%
3 Healthcare 7.97%
4 Industrials 5.97%
5 Technology 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$6K ﹤0.01%
16
627
$6K ﹤0.01%
39
628
$6K ﹤0.01%
183
629
$6K ﹤0.01%
70
+18
630
$6K ﹤0.01%
166
-115
631
$6K ﹤0.01%
231
-108
632
$6K ﹤0.01%
237
-387
633
$6K ﹤0.01%
155
-30
634
$6K ﹤0.01%
125
-85
635
$6K ﹤0.01%
56
636
$6K ﹤0.01%
167
-227
637
$6K ﹤0.01%
214
+88
638
$6K ﹤0.01%
129
639
$6K ﹤0.01%
139
-22
640
$5K ﹤0.01%
35
641
$5K ﹤0.01%
74
642
$5K ﹤0.01%
1,003
+656
643
$5K ﹤0.01%
+157
644
$5K ﹤0.01%
178
645
$5K ﹤0.01%
30
646
$5K ﹤0.01%
98
-80
647
$5K ﹤0.01%
206
648
$5K ﹤0.01%
92
649
$5K ﹤0.01%
71
650
$5K ﹤0.01%
84
+40
24 25
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