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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
$169M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,213
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$998K
3
+$637K
4
PEP icon
PepsiCo
PEP
+$603K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$544K

Top Sells

1
+$920K
2
+$723K
3
+$575K
4
FFIV icon
F5
FFIV
+$542K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$535K

Sector Composition

1 Financials 21.02%
2 Consumer Staples 8.42%
3 Healthcare 7.57%
4 Industrials 5.98%
5 Communication Services 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$1K ﹤0.01%
16
1077
$1K ﹤0.01%
16
1078
$1K ﹤0.01%
12
1079
$1K ﹤0.01%
11
1080
$1K ﹤0.01%
112
1081
$1K ﹤0.01%
24
-33
1082
$1K ﹤0.01%
+11
1083
$1K ﹤0.01%
17
1084
$1K ﹤0.01%
19
1085
$1K ﹤0.01%
24
1086
$1K ﹤0.01%
64
1087
$1K ﹤0.01%
13
-46
1088
$1K ﹤0.01%
36
1089
$1K ﹤0.01%
30
1090
$1K ﹤0.01%
+24
1091
$1K ﹤0.01%
135
1092
$1K ﹤0.01%
20
1093
$1K ﹤0.01%
1
1094
– –
-574
1095
– –
-2,053
1096
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-29
1097
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-11
1098
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-641
1099
– –
-2,951
1100
– –
-85
42 43
44
45 46