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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
$166M
AUM Growth
-$2.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$1.32M
3
+$1.21M
4
VB icon
Vanguard Small-Cap ETF
VB
+$518K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$433K

Top Sells

1
+$1.59M
2
+$718K
3
+$708K
4
RWX icon
State Street SPDR Dow Jones International Real Estate ETF
RWX
+$597K
5
EXPE icon
Expedia Group
EXPE
+$585K

Sector Composition

1 Financials 20.48%
2 Consumer Staples 10%
3 Industrials 6.81%
4 Healthcare 6.65%
5 Technology 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$3K ﹤0.01%
56
802
$3K ﹤0.01%
+324
803
$3K ﹤0.01%
116
804
$3K ﹤0.01%
80
805
$3K ﹤0.01%
48
+28
806
$3K ﹤0.01%
+180
807
$3K ﹤0.01%
60
808
$3K ﹤0.01%
+604
809
$3K ﹤0.01%
+100
810
$3K ﹤0.01%
39
-12
811
$3K ﹤0.01%
53
812
$3K ﹤0.01%
406
-1,594
813
$3K ﹤0.01%
+210
814
$3K ﹤0.01%
42
815
$3K ﹤0.01%
+81
816
$3K ﹤0.01%
250
817
$3K ﹤0.01%
51
818
$3K ﹤0.01%
542
819
$3K ﹤0.01%
33
820
$3K ﹤0.01%
130
821
$3K ﹤0.01%
89
822
$3K ﹤0.01%
41
-42
823
$3K ﹤0.01%
66
824
$3K ﹤0.01%
38
-12
825
$3K ﹤0.01%
288
31 32
33
34 35