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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
651
$5K ﹤0.01%
244
652
$5K ﹤0.01%
1,161
+485
653
$5K ﹤0.01%
36
-24
654
$5K ﹤0.01%
53
-5
655
$5K ﹤0.01%
49
656
$5K ﹤0.01%
400
657
$5K ﹤0.01%
42
658
$5K ﹤0.01%
43
659
$5K ﹤0.01%
664
+235
660
$5K ﹤0.01%
+42
661
$5K ﹤0.01%
223
+57
662
$5K ﹤0.01%
64
663
$5K ﹤0.01%
66
+9
664
$5K ﹤0.01%
186
-53
665
$5K ﹤0.01%
116
-91
666
$5K ﹤0.01%
63
-28
667
$5K ﹤0.01%
442
668
$5K ﹤0.01%
124
-598
669
$5K ﹤0.01%
+89
670
$5K ﹤0.01%
110
+5
671
$5K ﹤0.01%
78
672
$5K ﹤0.01%
323
-109
673
$5K ﹤0.01%
142
-23
674
$5K ﹤0.01%
136
-310
675
$5K ﹤0.01%
304
25 26
27
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