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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
$156M
AUM Growth
-$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,226
New
Increased
Reduced
Closed

Top Buys

1
+$637K
2
+$461K
3
+$453K
4
TGNA
TEGNA Inc
TGNA
+$443K
5
RWX icon
State Street SPDR Dow Jones International Real Estate ETF
RWX
+$397K

Top Sells

1
+$1.04M
2
+$894K
3
+$533K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$490K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$481K

Sector Composition

1 Financials 20.9%
2 Consumer Staples 8.23%
3 Healthcare 7.38%
4 Industrials 5.8%
5 Communication Services 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$5K ﹤0.01%
71
702
$5K ﹤0.01%
74
703
$5K ﹤0.01%
282
704
$5K ﹤0.01%
388
705
$5K ﹤0.01%
+259
706
$5K ﹤0.01%
1,120
707
$5K ﹤0.01%
197
+160
708
$5K ﹤0.01%
92
-58
709
$5K ﹤0.01%
+38
710
$5K ﹤0.01%
+616
711
$5K ﹤0.01%
147
712
$5K ﹤0.01%
604
713
$5K ﹤0.01%
153
714
$5K ﹤0.01%
126
715
$5K ﹤0.01%
+297
716
$5K ﹤0.01%
112
+48
717
$5K ﹤0.01%
46
+21
718
$5K ﹤0.01%
224
719
$5K ﹤0.01%
2,464
720
$5K ﹤0.01%
83
+2
721
$5K ﹤0.01%
50
722
$5K ﹤0.01%
981
+711
723
$4K ﹤0.01%
176
+51
724
$4K ﹤0.01%
1,673
-1,385
725
$4K ﹤0.01%
91
27 28
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