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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
$396M
AUM Growth
-$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,395
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$4.96M
3
+$3.97M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.39M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.33M

Top Sells

1
+$2.01M
2
+$1.29M
3
+$756K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$569K
5
RWX icon
State Street SPDR Dow Jones International Real Estate ETF
RWX
+$503K

Sector Composition

1 Financials 6.53%
2 Consumer Staples 4.87%
3 Technology 4.41%
4 Healthcare 4.21%
5 Industrials 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$7K ﹤0.01%
951
+250
702
$7K ﹤0.01%
148
+32
703
$7K ﹤0.01%
+345
704
$7K ﹤0.01%
380
705
$7K ﹤0.01%
391
+230
706
$7K ﹤0.01%
44
+26
707
$7K ﹤0.01%
123
+80
708
$7K ﹤0.01%
1,358
+769
709
$7K ﹤0.01%
123
+91
710
$7K ﹤0.01%
803
-406
711
$7K ﹤0.01%
404
-123
712
$7K ﹤0.01%
1,332
713
$7K ﹤0.01%
75
+67
714
$7K ﹤0.01%
72
+16
715
$7K ﹤0.01%
132
716
$7K ﹤0.01%
1,956
+200
717
$7K ﹤0.01%
310
718
$7K ﹤0.01%
411
719
$7K ﹤0.01%
170
-118
720
$7K ﹤0.01%
202
+15
721
$7K ﹤0.01%
161
-62
722
$7K ﹤0.01%
100
723
$7K ﹤0.01%
204
-39
724
$7K ﹤0.01%
211
-62
725
$7K ﹤0.01%
300
27 28
29
30 31