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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
951
$3K ﹤0.01%
46
952
$3K ﹤0.01%
63
953
$3K ﹤0.01%
80
-159
954
$3K ﹤0.01%
44
955
$3K ﹤0.01%
285
956
$3K ﹤0.01%
52
957
$3K ﹤0.01%
70
958
$3K ﹤0.01%
186
959
$3K ﹤0.01%
65
960
$3K ﹤0.01%
37
-36
961
$3K ﹤0.01%
28
962
$3K ﹤0.01%
95
963
$3K ﹤0.01%
42
964
$3K ﹤0.01%
22
965
$3K ﹤0.01%
78
966
$3K ﹤0.01%
76
967
$3K ﹤0.01%
91
968
$3K ﹤0.01%
+140
969
$3K ﹤0.01%
88
970
$3K ﹤0.01%
54
971
$3K ﹤0.01%
30
972
$3K ﹤0.01%
219
-53
973
$3K ﹤0.01%
31
-24
974
$3K ﹤0.01%
42
975
$3K ﹤0.01%
83
-319
37 38
39
40 41