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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
726
$4K ﹤0.01%
48
727
$4K ﹤0.01%
143
728
$4K ﹤0.01%
+463
729
$4K ﹤0.01%
63
730
$4K ﹤0.01%
5
731
$4K ﹤0.01%
+118
732
$4K ﹤0.01%
62
-39
733
$4K ﹤0.01%
392
-81
734
$4K ﹤0.01%
163
-311
735
$4K ﹤0.01%
78
736
$4K ﹤0.01%
51
-17
737
$4K ﹤0.01%
145
+98
738
$4K ﹤0.01%
222
-2
739
$4K ﹤0.01%
1,038
740
$3K ﹤0.01%
802
+264
741
$3K ﹤0.01%
72
+28
742
$3K ﹤0.01%
62
+38
743
$3K ﹤0.01%
42
744
$3K ﹤0.01%
78
-81
745
$3K ﹤0.01%
+120
746
$3K ﹤0.01%
92
-60
747
$3K ﹤0.01%
99
+67
748
$3K ﹤0.01%
24
749
$3K ﹤0.01%
21
750
$3K ﹤0.01%
37
28 29
30
31 32