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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
$159M
AUM Growth
-$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,124
New
Increased
Reduced
Closed

Top Buys

1
+$871K
2
+$651K
3
+$284K
4
RWX icon
State Street SPDR Dow Jones International Real Estate ETF
RWX
+$272K
5
CI icon
Cigna
CI
+$262K

Top Sells

1
+$916K
2
+$863K
3
+$505K
4
EFSC icon
Enterprise Financial Services Corp
EFSC
+$431K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$395K

Sector Composition

1 Financials 15.32%
2 Consumer Staples 10.1%
3 Healthcare 7.97%
4 Industrials 5.97%
5 Technology 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$1K ﹤0.01%
+25
952
$1K ﹤0.01%
20
953
$1K ﹤0.01%
20
954
$1K ﹤0.01%
+21
955
$1K ﹤0.01%
26
-19
956
$1K ﹤0.01%
517
957
$1K ﹤0.01%
38
-13
958
$1K ﹤0.01%
113
959
$1K ﹤0.01%
34
-124
960
$1K ﹤0.01%
+50
961
$1K ﹤0.01%
13
-8
962
$1K ﹤0.01%
31
-29
963
$1K ﹤0.01%
41
-95
964
$1K ﹤0.01%
70
-178
965
$1K ﹤0.01%
+48
966
$1K ﹤0.01%
+40
967
$1K ﹤0.01%
+6
968
$1K ﹤0.01%
29
969
$1K ﹤0.01%
22
970
$1K ﹤0.01%
18
971
$1K ﹤0.01%
+21
972
$1K ﹤0.01%
+27
973
$1K ﹤0.01%
26
974
$1K ﹤0.01%
165
-114
975
$1K ﹤0.01%
44
37 38
39
40 41