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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
1051
$2K ﹤0.01%
24
-38
1052
$2K ﹤0.01%
24
1053
$2K ﹤0.01%
40
1054
$2K ﹤0.01%
40
+15
1055
$2K ﹤0.01%
+32
1056
$2K ﹤0.01%
10
1057
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+99
1058
$2K ﹤0.01%
884
1059
$2K ﹤0.01%
72
+38
1060
$2K ﹤0.01%
13
1061
$2K ﹤0.01%
14
1062
$2K ﹤0.01%
37
+20
1063
$2K ﹤0.01%
96
1064
$2K ﹤0.01%
45
-20
1065
$2K ﹤0.01%
78
1066
$2K ﹤0.01%
65
1067
$2K ﹤0.01%
49
+22
1068
$2K ﹤0.01%
78
1069
$2K ﹤0.01%
1,236
+2
1070
$2K ﹤0.01%
31
1071
$2K ﹤0.01%
7
1072
$2K ﹤0.01%
+51
1073
$2K ﹤0.01%
36
1074
$2K ﹤0.01%
40
1075
$2K ﹤0.01%
6
-4
41 42
43
44 45