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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
701
$4K ﹤0.01%
78
+47
702
$4K ﹤0.01%
250
703
$4K ﹤0.01%
250
704
$4K ﹤0.01%
150
-28
705
$4K ﹤0.01%
94
-124
706
$4K ﹤0.01%
28
+13
707
$4K ﹤0.01%
209
-12
708
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70
-37
709
$4K ﹤0.01%
60
710
$4K ﹤0.01%
44
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711
$4K ﹤0.01%
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712
$4K ﹤0.01%
82
713
$4K ﹤0.01%
65
714
$4K ﹤0.01%
324
715
$4K ﹤0.01%
135
716
$4K ﹤0.01%
41
717
$4K ﹤0.01%
122
718
$4K ﹤0.01%
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719
$4K ﹤0.01%
237
+131
720
$4K ﹤0.01%
131
721
$4K ﹤0.01%
274
-417
722
$4K ﹤0.01%
+60
723
$4K ﹤0.01%
25
724
$4K ﹤0.01%
75
+39
725
$4K ﹤0.01%
267
-179
27 28
29
30 31