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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
876
$4K ﹤0.01%
51
-49
877
$4K ﹤0.01%
+70
878
$4K ﹤0.01%
+111
879
$4K ﹤0.01%
450
-957
880
$4K ﹤0.01%
59
881
$4K ﹤0.01%
122
882
$4K ﹤0.01%
40
883
$4K ﹤0.01%
78
884
$4K ﹤0.01%
135
885
$4K ﹤0.01%
32
886
$4K ﹤0.01%
142
887
$4K ﹤0.01%
+97
888
$4K ﹤0.01%
124
889
$4K ﹤0.01%
69
-77
890
$4K ﹤0.01%
48
891
$4K ﹤0.01%
307
892
$4K ﹤0.01%
26
-18
893
$4K ﹤0.01%
147
894
$4K ﹤0.01%
151
-202
895
$4K ﹤0.01%
62
896
$4K ﹤0.01%
64
+19
897
$4K ﹤0.01%
249
898
$4K ﹤0.01%
288
899
$4K ﹤0.01%
52
900
$4K ﹤0.01%
166
34 35
36
37 38