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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
$458M
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,285
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$25.8M
3
+$17.7M
4
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$16.8M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$13.6M

Top Sells

1
+$392K
2
+$289K
3
+$256K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$250K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$224K

Sector Composition

1 Financials 9.07%
2 Consumer Staples 4.72%
3 Healthcare 4.31%
4 Technology 4.22%
5 Industrials 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$3K ﹤0.01%
212
+130
952
$3K ﹤0.01%
31
953
$3K ﹤0.01%
78
954
$3K ﹤0.01%
+100
955
$3K ﹤0.01%
91
-66
956
$3K ﹤0.01%
24
957
$3K ﹤0.01%
+75
958
$3K ﹤0.01%
+51
959
$3K ﹤0.01%
+20
960
$3K ﹤0.01%
294
961
$3K ﹤0.01%
40
962
$3K ﹤0.01%
+210
963
$3K ﹤0.01%
131
964
$3K ﹤0.01%
278
-840
965
$3K ﹤0.01%
45
966
$3K ﹤0.01%
213
967
$3K ﹤0.01%
75
968
$3K ﹤0.01%
30
969
$3K ﹤0.01%
27
970
$3K ﹤0.01%
164
-7
971
$3K ﹤0.01%
+160
972
$3K ﹤0.01%
+48
973
$3K ﹤0.01%
1,433
-696
974
$3K ﹤0.01%
38
975
$3K ﹤0.01%
+200
37 38
39
40 41