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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
1076
$2K ﹤0.01%
380
-978
1077
$2K ﹤0.01%
23
-11
1078
$2K ﹤0.01%
54
+16
1079
$2K ﹤0.01%
344
1080
$2K ﹤0.01%
113
1081
$2K ﹤0.01%
57
1082
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207
1083
$2K ﹤0.01%
15
1084
$2K ﹤0.01%
56
1085
$2K ﹤0.01%
124
1086
$2K ﹤0.01%
194
1087
$2K ﹤0.01%
339
1088
$2K ﹤0.01%
59
-162
1089
$2K ﹤0.01%
224
-130
1090
$2K ﹤0.01%
341
1091
$2K ﹤0.01%
176
1092
$2K ﹤0.01%
+75
1093
$2K ﹤0.01%
60
-40
1094
$2K ﹤0.01%
467
+176
1095
$2K ﹤0.01%
103
1096
$2K ﹤0.01%
83
+48
1097
$2K ﹤0.01%
24
1098
$2K ﹤0.01%
+88
1099
$2K ﹤0.01%
41
-47
1100
$2K ﹤0.01%
13
-20
42 43
44
45 46