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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
$166M
AUM Growth
-$2.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$1.32M
3
+$1.21M
4
VB icon
Vanguard Small-Cap ETF
VB
+$518K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$433K

Top Sells

1
+$1.59M
2
+$718K
3
+$708K
4
RWX icon
State Street SPDR Dow Jones International Real Estate ETF
RWX
+$597K
5
EXPE icon
Expedia Group
EXPE
+$585K

Sector Composition

1 Financials 20.48%
2 Consumer Staples 10%
3 Industrials 6.81%
4 Healthcare 6.65%
5 Technology 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$1K ﹤0.01%
3
952
$1K ﹤0.01%
168
953
$1K ﹤0.01%
41
-135
954
$1K ﹤0.01%
51
955
$1K ﹤0.01%
203
956
$1K ﹤0.01%
17
-20
957
$1K ﹤0.01%
148
+63
958
$1K ﹤0.01%
+58
959
$1K ﹤0.01%
20
960
$1K ﹤0.01%
19
-17
961
$1K ﹤0.01%
+67
962
$1K ﹤0.01%
25
963
$1K ﹤0.01%
255
964
$1K ﹤0.01%
3
965
$1K ﹤0.01%
64
-169
966
$1K ﹤0.01%
11
967
$1K ﹤0.01%
7
-12
968
$1K ﹤0.01%
25
-88
969
$1K ﹤0.01%
52
970
$1K ﹤0.01%
40
971
$1K ﹤0.01%
45
-59
972
$1K ﹤0.01%
50
-53
973
$1K ﹤0.01%
59
974
$1K ﹤0.01%
20
-58
975
$1K ﹤0.01%
10
-20
37 38
39
40 41