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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
676
$6K ﹤0.01%
125
677
$6K ﹤0.01%
233
-162
678
$6K ﹤0.01%
71
679
$6K ﹤0.01%
56
680
$6K ﹤0.01%
35
-23
681
$6K ﹤0.01%
1,615
-312
682
$6K ﹤0.01%
74
683
$6K ﹤0.01%
306
684
$6K ﹤0.01%
+87
685
$6K ﹤0.01%
+161
686
$6K ﹤0.01%
51
+16
687
$5K ﹤0.01%
266
688
$5K ﹤0.01%
67
689
$5K ﹤0.01%
187
690
$5K ﹤0.01%
1,649
691
$5K ﹤0.01%
+189
692
$5K ﹤0.01%
152
-33
693
$5K ﹤0.01%
71
694
$5K ﹤0.01%
224
695
$5K ﹤0.01%
232
696
$5K ﹤0.01%
+126
697
$5K ﹤0.01%
50
698
$5K ﹤0.01%
+176
699
$5K ﹤0.01%
199
700
$5K ﹤0.01%
78
26 27
28
29 30