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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
976
$1K ﹤0.01%
+98
977
$1K ﹤0.01%
+1
978
$1K ﹤0.01%
40
979
$1K ﹤0.01%
27
980
$1K ﹤0.01%
13
981
$1K ﹤0.01%
+133
982
$1K ﹤0.01%
166
983
$1K ﹤0.01%
+79
984
$1K ﹤0.01%
6
985
$1K ﹤0.01%
1
-6
986
$1K ﹤0.01%
+96
987
$1K ﹤0.01%
32
988
$1K ﹤0.01%
16
989
$1K ﹤0.01%
+55
990
$1K ﹤0.01%
+37
991
$1K ﹤0.01%
42
992
$1K ﹤0.01%
31
993
$1K ﹤0.01%
1
994
$1K ﹤0.01%
6
995
$1K ﹤0.01%
47
996
$1K ﹤0.01%
159
-225
997
$1K ﹤0.01%
64
-40
998
$1K ﹤0.01%
+50
999
$1K ﹤0.01%
+29
1000
$1K ﹤0.01%
+482
38 39
40
41 42