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
726
$3K ﹤0.01%
+162
727
$3K ﹤0.01%
+100
728
$3K ﹤0.01%
+25
729
$3K ﹤0.01%
+126
730
$3K ﹤0.01%
+53
731
$3K ﹤0.01%
+16
732
$3K ﹤0.01%
+78
733
$3K ﹤0.01%
+99
734
$3K ﹤0.01%
+45
735
$3K ﹤0.01%
+72
736
$3K ﹤0.01%
+165
737
$3K ﹤0.01%
+49
738
$3K ﹤0.01%
+24
739
$3K ﹤0.01%
+72
740
$3K ﹤0.01%
+13
741
$3K ﹤0.01%
+93
742
$3K ﹤0.01%
+117
743
$3K ﹤0.01%
+98
744
$3K ﹤0.01%
+76
745
$3K ﹤0.01%
+52
746
$3K ﹤0.01%
+86
747
$3K ﹤0.01%
+60
748
$3K ﹤0.01%
+161
749
$3K ﹤0.01%
+20
750
$3K ﹤0.01%
+46
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