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
751
$3K ﹤0.01%
+165
752
$3K ﹤0.01%
+49
753
$3K ﹤0.01%
+24
754
$3K ﹤0.01%
+72
755
$3K ﹤0.01%
+51
756
$3K ﹤0.01%
+68
757
$3K ﹤0.01%
+295
758
$3K ﹤0.01%
+52
759
$3K ﹤0.01%
+86
760
$3K ﹤0.01%
+60
761
$3K ﹤0.01%
+161
762
$3K ﹤0.01%
+20
763
$3K ﹤0.01%
+46
764
$3K ﹤0.01%
+52
765
$3K ﹤0.01%
+40
766
$3K ﹤0.01%
+71
767
$3K ﹤0.01%
+61
768
$3K ﹤0.01%
+308
769
$3K ﹤0.01%
+114
770
$3K ﹤0.01%
+74
771
$3K ﹤0.01%
+148
772
$3K ﹤0.01%
+105
773
$3K ﹤0.01%
+52
774
$3K ﹤0.01%
+1,000
775
$3K ﹤0.01%
+137
29 30
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