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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
$460M
AUM Growth
+$2.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,256
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$476K
3
+$282K
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$239K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$200K

Top Sells

1
+$1.45M
2
+$1.1M
3
+$813K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$590K
5
CINF icon
Cincinnati Financial
CINF
+$571K

Sector Composition

1 Financials 9.72%
2 Consumer Staples 4.85%
3 Healthcare 4.25%
4 Technology 4.2%
5 Industrials 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$16K ﹤0.01%
540
-5
627
$16K ﹤0.01%
5,408
-1,188
628
$15K ﹤0.01%
330
-78
629
$15K ﹤0.01%
268
630
$15K ﹤0.01%
250
631
$15K ﹤0.01%
223
-3
632
$15K ﹤0.01%
243
+16
633
$15K ﹤0.01%
273
634
$15K ﹤0.01%
124
+7
635
$15K ﹤0.01%
264
+20
636
$15K ﹤0.01%
345
637
$15K ﹤0.01%
622
638
$15K ﹤0.01%
174
-116
639
$15K ﹤0.01%
+196
640
$15K ﹤0.01%
193
641
$15K ﹤0.01%
1,332
642
$15K ﹤0.01%
332
-146
643
$15K ﹤0.01%
17
644
$15K ﹤0.01%
64
645
$15K ﹤0.01%
527
646
$14K ﹤0.01%
270
-37
647
$14K ﹤0.01%
200
648
$14K ﹤0.01%
+240
649
$14K ﹤0.01%
413
650
$14K ﹤0.01%
298
+130
24 25
26
27 28