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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
$464M
AUM Growth
+$67.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,428
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$13.9M
3
+$7.69M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.56M
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$4.19M

Top Sells

1
+$25.1M
2
+$15.2M
3
+$8.01M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$4.77M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$4.55M

Sector Composition

1 Financials 5.89%
2 Technology 4.98%
3 Consumer Staples 4.24%
4 Healthcare 3.75%
5 Consumer Discretionary 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$2K ﹤0.01%
41
-163
1027
$2K ﹤0.01%
118
+6
1028
$2K ﹤0.01%
592
-285
1029
$2K ﹤0.01%
13
1030
$2K ﹤0.01%
150
-11
1031
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15
1032
$2K ﹤0.01%
96
1033
$2K ﹤0.01%
210
1034
$2K ﹤0.01%
+161
1035
$2K ﹤0.01%
33
1036
$2K ﹤0.01%
114
+58
1037
$2K ﹤0.01%
+70
1038
$2K ﹤0.01%
204
-218
1039
$2K ﹤0.01%
+131
1040
$2K ﹤0.01%
53
-18
1041
$2K ﹤0.01%
97
+11
1042
$2K ﹤0.01%
290
1043
$2K ﹤0.01%
31
1044
$2K ﹤0.01%
20
1045
$2K ﹤0.01%
22
-8
1046
$2K ﹤0.01%
12
1047
$2K ﹤0.01%
9
1048
$2K ﹤0.01%
8
-4
1049
$2K ﹤0.01%
214
-322
1050
$2K ﹤0.01%
57
40 41
42
43 44