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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
$168M
AUM Growth
+$4.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,401
New
Increased
Reduced
Closed

Top Buys

1
+$702K
2
+$430K
3
+$401K
4
RTX icon
RTX Corp
RTX
+$347K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$296K

Top Sells

1
+$896K
2
+$584K
3
+$465K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$351K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$289K

Sector Composition

1 Financials 16.89%
2 Energy 8%
3 Healthcare 7.55%
4 Consumer Staples 7.06%
5 Industrials 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$5K ﹤0.01%
328
802
$5K ﹤0.01%
64
803
$5K ﹤0.01%
74
804
$5K ﹤0.01%
400
805
$5K ﹤0.01%
42
806
$5K ﹤0.01%
136
-194
807
$5K ﹤0.01%
129
-201
808
$5K ﹤0.01%
71
809
$5K ﹤0.01%
267
810
$5K ﹤0.01%
187
811
$5K ﹤0.01%
309
812
$5K ﹤0.01%
233
-44
813
$5K ﹤0.01%
117
814
$5K ﹤0.01%
233
815
$5K ﹤0.01%
105
816
$5K ﹤0.01%
100
817
$5K ﹤0.01%
101
818
$5K ﹤0.01%
519
819
$5K ﹤0.01%
52
820
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-49
821
$5K ﹤0.01%
137
+15
822
$5K ﹤0.01%
75
823
$5K ﹤0.01%
134
824
$5K ﹤0.01%
150
-55
825
$5K ﹤0.01%
208
+81
31 32
33
34 35