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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
$458M
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,285
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$25.8M
3
+$17.7M
4
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$16.8M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$13.6M

Top Sells

1
+$392K
2
+$289K
3
+$256K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$250K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$224K

Sector Composition

1 Financials 9.07%
2 Consumer Staples 4.72%
3 Healthcare 4.31%
4 Technology 4.22%
5 Industrials 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$1K ﹤0.01%
51
1077
$1K ﹤0.01%
+155
1078
$1K ﹤0.01%
19
1079
$1K ﹤0.01%
16
1080
$1K ﹤0.01%
31
1081
$1K ﹤0.01%
77
1082
$1K ﹤0.01%
14
1083
$1K ﹤0.01%
28
1084
$1K ﹤0.01%
24
1085
$1K ﹤0.01%
+11
1086
$1K ﹤0.01%
34
1087
$1K ﹤0.01%
192
-182
1088
$1K ﹤0.01%
65
1089
$1K ﹤0.01%
255
1090
$1K ﹤0.01%
97
-2
1091
$1K ﹤0.01%
18
-91
1092
$1K ﹤0.01%
44
1093
$1K ﹤0.01%
64
1094
$1K ﹤0.01%
66
1095
$1K ﹤0.01%
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1096
$1K ﹤0.01%
11
1097
$1K ﹤0.01%
10
1098
$1K ﹤0.01%
6
-4
1099
$1K ﹤0.01%
113
1100
$1K ﹤0.01%
73
42 43
44
45 46