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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
826
$5K ﹤0.01%
94
827
$5K ﹤0.01%
229
828
$5K ﹤0.01%
313
829
$5K ﹤0.01%
203
-50
830
$5K ﹤0.01%
107
831
$5K ﹤0.01%
4
832
$5K ﹤0.01%
242
-21
833
$5K ﹤0.01%
288
834
$5K ﹤0.01%
92
835
$5K ﹤0.01%
501
836
$5K ﹤0.01%
31
-6
837
$5K ﹤0.01%
154
838
$5K ﹤0.01%
251
839
$5K ﹤0.01%
113
840
$5K ﹤0.01%
211
841
$5K ﹤0.01%
138
+22
842
$5K ﹤0.01%
35
843
$5K ﹤0.01%
605
-119
844
$5K ﹤0.01%
235
845
$5K ﹤0.01%
108
846
$5K ﹤0.01%
51
-200
847
$5K ﹤0.01%
215
848
$5K ﹤0.01%
250
849
$5K ﹤0.01%
209
850
$5K ﹤0.01%
114
32 33
34
35 36