EFSCE

Enterprise Financial Services Corp (EFSC) Portfolio holdings

AUM $197M
1-Year Est. Return 19.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,119
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$9.29M
3
+$6.43M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.82M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$5.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.88%
2 Healthcare 8.64%
3 Consumer Staples 6.82%
4 Energy 6.48%
5 Industrials 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$4K ﹤0.01%
+177
702
$4K ﹤0.01%
+52
703
$4K ﹤0.01%
+166
704
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+167
705
$4K ﹤0.01%
+78
706
$4K ﹤0.01%
+620
707
$4K ﹤0.01%
+147
708
$4K ﹤0.01%
+61
709
$4K ﹤0.01%
+94
710
$4K ﹤0.01%
+147
711
$4K ﹤0.01%
+54
712
$4K ﹤0.01%
+125
713
$4K ﹤0.01%
+92
714
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+88
715
$4K ﹤0.01%
+68
716
$4K ﹤0.01%
+124
717
$4K ﹤0.01%
+4
718
$4K ﹤0.01%
+71
719
$4K ﹤0.01%
+107
720
$4K ﹤0.01%
+250
721
$3K ﹤0.01%
+69
722
$3K ﹤0.01%
+78
723
$3K ﹤0.01%
+8
724
$3K ﹤0.01%
+147
725
$3K ﹤0.01%
+124
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