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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
$396M
AUM Growth
-$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,395
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$4.96M
3
+$3.97M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.39M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.33M

Top Sells

1
+$2.01M
2
+$1.29M
3
+$756K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$569K
5
RWX icon
State Street SPDR Dow Jones International Real Estate ETF
RWX
+$503K

Sector Composition

1 Financials 6.53%
2 Consumer Staples 4.87%
3 Technology 4.41%
4 Healthcare 4.21%
5 Industrials 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$2K ﹤0.01%
+291
977
$2K ﹤0.01%
72
+38
978
$2K ﹤0.01%
89
979
$2K ﹤0.01%
66
980
$2K ﹤0.01%
+87
981
$2K ﹤0.01%
329
+281
982
$2K ﹤0.01%
100
983
$2K ﹤0.01%
6
+3
984
$2K ﹤0.01%
+135
985
$2K ﹤0.01%
+9
986
$2K ﹤0.01%
101
+41
987
$2K ﹤0.01%
37
988
$2K ﹤0.01%
+22
989
$2K ﹤0.01%
+34
990
$2K ﹤0.01%
40
+36
991
$2K ﹤0.01%
112
-111
992
$2K ﹤0.01%
11
993
$2K ﹤0.01%
206
+142
994
$2K ﹤0.01%
137
-4,592
995
$2K ﹤0.01%
+139
996
$2K ﹤0.01%
+13
997
$2K ﹤0.01%
161
+104
998
$2K ﹤0.01%
96
999
$2K ﹤0.01%
210
1000
$2K ﹤0.01%
89
-126
38 39
40
41 42