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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
$159M
AUM Growth
-$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,124
New
Increased
Reduced
Closed

Top Buys

1
+$871K
2
+$651K
3
+$284K
4
RWX icon
State Street SPDR Dow Jones International Real Estate ETF
RWX
+$272K
5
CI icon
Cigna
CI
+$262K

Top Sells

1
+$916K
2
+$863K
3
+$505K
4
EFSC icon
Enterprise Financial Services Corp
EFSC
+$431K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$395K

Sector Composition

1 Financials 15.32%
2 Consumer Staples 10.1%
3 Healthcare 7.97%
4 Industrials 5.97%
5 Technology 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
– –
-19
1027
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-77
1028
– –
-1,365
1029
$0 ﹤0.01%
+58
1030
– –
-601
1031
– –
-38
1032
– –
-1,500
1033
$0 ﹤0.01%
1
1034
– –
-656
1035
$0 ﹤0.01%
17
1036
$0 ﹤0.01%
17
1037
$0 ﹤0.01%
2
1038
– –
-119
1039
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-22
1040
– –
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1041
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1042
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1043
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1044
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1045
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1046
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1047
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1048
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1049
– –
-1,081
1050
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-10
40 41
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43 44