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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
$396M
AUM Growth
-$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,395
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$4.96M
3
+$3.97M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.39M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.33M

Top Sells

1
+$2.01M
2
+$1.29M
3
+$756K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$569K
5
RWX icon
State Street SPDR Dow Jones International Real Estate ETF
RWX
+$503K

Sector Composition

1 Financials 6.53%
2 Consumer Staples 4.87%
3 Technology 4.41%
4 Healthcare 4.21%
5 Industrials 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$3K ﹤0.01%
18
-23
927
$3K ﹤0.01%
50
928
$3K ﹤0.01%
+100
929
$3K ﹤0.01%
94
-140
930
$3K ﹤0.01%
236
-118
931
$3K ﹤0.01%
48
+39
932
$3K ﹤0.01%
30
-9
933
$3K ﹤0.01%
107
+80
934
$3K ﹤0.01%
+39
935
$3K ﹤0.01%
+55
936
$3K ﹤0.01%
358
+159
937
$3K ﹤0.01%
67
938
$2K ﹤0.01%
140
+90
939
$2K ﹤0.01%
+108
940
$2K ﹤0.01%
+81
941
$2K ﹤0.01%
24
942
$2K ﹤0.01%
226
+170
943
$2K ﹤0.01%
28
-48
944
$2K ﹤0.01%
31
945
$2K ﹤0.01%
9
+6
946
$2K ﹤0.01%
+38
947
$2K ﹤0.01%
69
-2
948
$2K ﹤0.01%
+16
949
$2K ﹤0.01%
+80
950
$2K ﹤0.01%
33
+19
36 37
38
39 40