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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
$166M
AUM Growth
-$2.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$1.32M
3
+$1.21M
4
VB icon
Vanguard Small-Cap ETF
VB
+$518K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$433K

Top Sells

1
+$1.59M
2
+$718K
3
+$708K
4
RWX icon
State Street SPDR Dow Jones International Real Estate ETF
RWX
+$597K
5
EXPE icon
Expedia Group
EXPE
+$585K

Sector Composition

1 Financials 20.48%
2 Consumer Staples 10%
3 Industrials 6.81%
4 Healthcare 6.65%
5 Technology 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$6K ﹤0.01%
115
-83
652
$6K ﹤0.01%
+284
653
$6K ﹤0.01%
256
+113
654
$6K ﹤0.01%
175
-104
655
$6K ﹤0.01%
+213
656
$6K ﹤0.01%
40
-67
657
$6K ﹤0.01%
79
658
$6K ﹤0.01%
600
-512
659
$6K ﹤0.01%
7
-1
660
$6K ﹤0.01%
+450
661
$6K ﹤0.01%
178
-61
662
$6K ﹤0.01%
224
663
$6K ﹤0.01%
620
664
$6K ﹤0.01%
109
+44
665
$6K ﹤0.01%
1,134
-531
666
$6K ﹤0.01%
465
667
$6K ﹤0.01%
138
+60
668
$6K ﹤0.01%
159
669
$6K ﹤0.01%
124
670
$6K ﹤0.01%
276
+180
671
$6K ﹤0.01%
376
-9
672
$6K ﹤0.01%
78
+38
673
$6K ﹤0.01%
146
674
$6K ﹤0.01%
350
675
$6K ﹤0.01%
1,038
25 26
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