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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
$169M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,213
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$998K
3
+$637K
4
PEP icon
PepsiCo
PEP
+$603K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$544K

Top Sells

1
+$920K
2
+$723K
3
+$575K
4
FFIV icon
F5
FFIV
+$542K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$535K

Sector Composition

1 Financials 21.02%
2 Consumer Staples 8.42%
3 Healthcare 7.57%
4 Industrials 5.98%
5 Communication Services 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$3K ﹤0.01%
13
852
$3K ﹤0.01%
116
853
$3K ﹤0.01%
+104
854
$3K ﹤0.01%
+363
855
$3K ﹤0.01%
371
856
$3K ﹤0.01%
+143
857
$3K ﹤0.01%
91
858
$3K ﹤0.01%
258
+228
859
$3K ﹤0.01%
240
+48
860
$3K ﹤0.01%
384
+225
861
$3K ﹤0.01%
186
-202
862
$3K ﹤0.01%
166
863
$3K ﹤0.01%
70
864
$3K ﹤0.01%
53
865
$3K ﹤0.01%
42
-5,588
866
$3K ﹤0.01%
42
867
$3K ﹤0.01%
211
868
$3K ﹤0.01%
51
869
$3K ﹤0.01%
33
870
$3K ﹤0.01%
219
-623
871
$3K ﹤0.01%
206
872
$3K ﹤0.01%
1
873
$3K ﹤0.01%
250
-225
874
$3K ﹤0.01%
+111
875
$3K ﹤0.01%
542
33 34
35
36 37