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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
776
$8K ﹤0.01%
213
+42
777
$8K ﹤0.01%
170
+157
778
$8K ﹤0.01%
56
779
$8K ﹤0.01%
86
780
$8K ﹤0.01%
137
781
$8K ﹤0.01%
165
+127
782
$8K ﹤0.01%
510
783
$8K ﹤0.01%
218
-44
784
$8K ﹤0.01%
316
-33
785
$8K ﹤0.01%
268
-84
786
$8K ﹤0.01%
448
787
$8K ﹤0.01%
52
788
$8K ﹤0.01%
164
789
$8K ﹤0.01%
113
790
$8K ﹤0.01%
300
791
$7K ﹤0.01%
399
+78
792
$7K ﹤0.01%
144
793
$7K ﹤0.01%
16
794
$7K ﹤0.01%
265
795
$7K ﹤0.01%
600
796
$7K ﹤0.01%
562
797
$7K ﹤0.01%
237
798
$7K ﹤0.01%
188
+30
799
$7K ﹤0.01%
2,043
-3,035
800
$7K ﹤0.01%
1,456
-1,222
30 31
32
33 34