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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
$439M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,221
New
Increased
Reduced
Closed

Top Buys

1
+$549K
2
+$202K
3
+$189K
4
VB icon
Vanguard Small-Cap ETF
VB
+$173K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$141K

Top Sells

1
+$3.93M
2
+$1.48M
3
+$1.17M
4
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$1.08M
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$973K

Sector Composition

1 Financials 9.02%
2 Consumer Staples 5.11%
3 Healthcare 4.05%
4 Technology 3.97%
5 Industrials 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$2K ﹤0.01%
95
977
$2K ﹤0.01%
9
978
$2K ﹤0.01%
+200
979
$2K ﹤0.01%
300
980
$2K ﹤0.01%
+152
981
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38
982
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65
983
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42
-35
984
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55
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985
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200
986
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+77
987
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42
988
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32
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989
$2K ﹤0.01%
37
990
$2K ﹤0.01%
207
-302
991
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10
-9
992
$2K ﹤0.01%
55
993
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33
994
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36
995
$2K ﹤0.01%
116
996
$2K ﹤0.01%
+500
997
$2K ﹤0.01%
35
998
$2K ﹤0.01%
676
999
$2K ﹤0.01%
82
1000
$2K ﹤0.01%
70
38 39
40
41 42