EFSCE

Enterprise Financial Services Corp (EFSC) Portfolio holdings

AUM $197M
1-Year Est. Return 19.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,119
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$9.29M
3
+$6.43M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.82M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$5.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.88%
2 Healthcare 8.64%
3 Consumer Staples 6.82%
4 Energy 6.48%
5 Industrials 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$2K ﹤0.01%
+38
902
$2K ﹤0.01%
+30
903
$2K ﹤0.01%
+118
904
$2K ﹤0.01%
+159
905
$2K ﹤0.01%
+37
906
$2K ﹤0.01%
+51
907
$2K ﹤0.01%
+109
908
$2K ﹤0.01%
+168
909
$2K ﹤0.01%
+51
910
$2K ﹤0.01%
+101
911
$2K ﹤0.01%
+23
912
$2K ﹤0.01%
+681
913
$2K ﹤0.01%
+66
914
$2K ﹤0.01%
+32
915
$2K ﹤0.01%
+51
916
$2K ﹤0.01%
+74
917
$2K ﹤0.01%
+4
918
$2K ﹤0.01%
+23
919
$2K ﹤0.01%
+42
920
$2K ﹤0.01%
+55
921
$2K ﹤0.01%
+91
922
$2K ﹤0.01%
+54
923
$2K ﹤0.01%
+36
924
$2K ﹤0.01%
+12
925
$2K ﹤0.01%
+720
35 36
37
38 39