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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
$460M
AUM Growth
+$2.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,256
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$476K
3
+$282K
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$239K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$200K

Top Sells

1
+$1.45M
2
+$1.1M
3
+$813K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$590K
5
CINF icon
Cincinnati Financial
CINF
+$571K

Sector Composition

1 Financials 9.72%
2 Consumer Staples 4.85%
3 Healthcare 4.25%
4 Technology 4.2%
5 Industrials 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$3K ﹤0.01%
50
977
$3K ﹤0.01%
35
978
$2K ﹤0.01%
73
+19
979
$2K ﹤0.01%
353
+113
980
$2K ﹤0.01%
27
981
$2K ﹤0.01%
18
982
$2K ﹤0.01%
20
-26
983
$2K ﹤0.01%
74
+33
984
$2K ﹤0.01%
13
985
$2K ﹤0.01%
15
986
$2K ﹤0.01%
32
987
$2K ﹤0.01%
47
988
$2K ﹤0.01%
+241
989
$2K ﹤0.01%
25
-19
990
$2K ﹤0.01%
19
991
$2K ﹤0.01%
63
-28
992
$2K ﹤0.01%
134
993
$2K ﹤0.01%
76
994
$2K ﹤0.01%
17
995
$2K ﹤0.01%
51
996
$2K ﹤0.01%
22
+8
997
$2K ﹤0.01%
103
998
$2K ﹤0.01%
31
999
$2K ﹤0.01%
43
1000
$2K ﹤0.01%
31
38 39
40
41 42