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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
926
$3K ﹤0.01%
84
927
$3K ﹤0.01%
21
-1
928
$3K ﹤0.01%
69
929
$3K ﹤0.01%
102
930
$3K ﹤0.01%
162
931
$3K ﹤0.01%
100
932
$3K ﹤0.01%
40
933
$3K ﹤0.01%
192
934
$3K ﹤0.01%
+147
935
$3K ﹤0.01%
99
936
$3K ﹤0.01%
96
937
$3K ﹤0.01%
192
938
$3K ﹤0.01%
+54
939
$3K ﹤0.01%
116
940
$3K ﹤0.01%
72
941
$3K ﹤0.01%
66
942
$3K ﹤0.01%
+247
943
$3K ﹤0.01%
49
944
$3K ﹤0.01%
37
945
$3K ﹤0.01%
54
946
$3K ﹤0.01%
109
947
$3K ﹤0.01%
107
948
$3K ﹤0.01%
45
949
$3K ﹤0.01%
13
950
$3K ﹤0.01%
86
36 37
38
39 40