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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
676
$5K ﹤0.01%
51
-11
677
$5K ﹤0.01%
328
+80
678
$5K ﹤0.01%
+87
679
$5K ﹤0.01%
92
680
$5K ﹤0.01%
1,000
681
$4K ﹤0.01%
79
682
$4K ﹤0.01%
37
-15
683
$4K ﹤0.01%
26
-14
684
$4K ﹤0.01%
290
-3,196
685
$4K ﹤0.01%
75
686
$4K ﹤0.01%
26
+11
687
$4K ﹤0.01%
325
688
$4K ﹤0.01%
204
-632
689
$4K ﹤0.01%
+167
690
$4K ﹤0.01%
55
+31
691
$4K ﹤0.01%
53
692
$4K ﹤0.01%
86
693
$4K ﹤0.01%
+171
694
$4K ﹤0.01%
43
695
$4K ﹤0.01%
84
696
$4K ﹤0.01%
35
-28
697
$4K ﹤0.01%
116
698
$4K ﹤0.01%
2,129
+1,266
699
$4K ﹤0.01%
463
-460
700
$4K ﹤0.01%
44
26 27
28
29 30