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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
$156M
AUM Growth
-$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,226
New
Increased
Reduced
Closed

Top Buys

1
+$637K
2
+$461K
3
+$453K
4
TGNA
TEGNA Inc
TGNA
+$443K
5
RWX icon
State Street SPDR Dow Jones International Real Estate ETF
RWX
+$397K

Top Sells

1
+$1.04M
2
+$894K
3
+$533K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$490K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$481K

Sector Composition

1 Financials 20.9%
2 Consumer Staples 8.23%
3 Healthcare 7.38%
4 Industrials 5.8%
5 Communication Services 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$1K ﹤0.01%
13
1077
$1K ﹤0.01%
31
1078
$1K ﹤0.01%
36
-196
1079
$1K ﹤0.01%
+23
1080
$1K ﹤0.01%
130
1081
$1K ﹤0.01%
+42
1082
$1K ﹤0.01%
+28
1083
– –
-248
1084
$0 ﹤0.01%
85
1085
– –
-12
1086
$0 ﹤0.01%
+1
1087
$0 ﹤0.01%
+21
1088
– –
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1089
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-12
1090
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1091
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1092
$0 ﹤0.01%
14
-74
1093
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1094
$0 ﹤0.01%
22
1095
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1096
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1097
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1098
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1099
$0 ﹤0.01%
11
-16
1100
– –
-40
42 43
44
45 46