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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
$460M
AUM Growth
+$2.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,256
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$476K
3
+$282K
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$239K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$200K

Top Sells

1
+$1.45M
2
+$1.1M
3
+$813K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$590K
5
CINF icon
Cincinnati Financial
CINF
+$571K

Sector Composition

1 Financials 9.72%
2 Consumer Staples 4.85%
3 Healthcare 4.25%
4 Technology 4.2%
5 Industrials 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$9K ﹤0.01%
+291
752
$9K ﹤0.01%
902
753
$9K ﹤0.01%
255
754
$9K ﹤0.01%
3,998
755
$9K ﹤0.01%
+173
756
$9K ﹤0.01%
309
+84
757
$9K ﹤0.01%
322
-181
758
$9K ﹤0.01%
260
+14
759
$9K ﹤0.01%
377
-9
760
$9K ﹤0.01%
41
761
$9K ﹤0.01%
32
+5
762
$8K ﹤0.01%
238
763
$8K ﹤0.01%
320
764
$8K ﹤0.01%
178
-20
765
$8K ﹤0.01%
238
+64
766
$8K ﹤0.01%
98
+29
767
$8K ﹤0.01%
495
+152
768
$8K ﹤0.01%
323
-31
769
$8K ﹤0.01%
83
770
$8K ﹤0.01%
150
+64
771
$8K ﹤0.01%
198
+21
772
$8K ﹤0.01%
205
773
$8K ﹤0.01%
38
+4
774
$8K ﹤0.01%
233
-252
775
$8K ﹤0.01%
180
29 30
31
32 33