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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
$168M
AUM Growth
+$4.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,401
New
Increased
Reduced
Closed

Top Buys

1
+$702K
2
+$430K
3
+$401K
4
RTX icon
RTX Corp
RTX
+$347K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$296K

Top Sells

1
+$896K
2
+$584K
3
+$465K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$351K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$289K

Sector Composition

1 Financials 16.89%
2 Energy 8%
3 Healthcare 7.55%
4 Consumer Staples 7.06%
5 Industrials 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$2K ﹤0.01%
6
1102
– –
0
1103
$2K ﹤0.01%
78
1104
$2K ﹤0.01%
30
1105
$2K ﹤0.01%
54
1106
$2K ﹤0.01%
138
1107
$2K ﹤0.01%
40
-280
1108
$2K ﹤0.01%
65
1109
$2K ﹤0.01%
21
1110
$2K ﹤0.01%
20
1111
$2K ﹤0.01%
31
1112
$2K ﹤0.01%
25
-28
1113
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+36
1114
$2K ﹤0.01%
74
1115
$2K ﹤0.01%
1
1116
$2K ﹤0.01%
34
1117
$2K ﹤0.01%
38
1118
$2K ﹤0.01%
88
1119
$2K ﹤0.01%
33
1120
$2K ﹤0.01%
158
1121
$1K ﹤0.01%
93
1122
$1K ﹤0.01%
20
1123
$1K ﹤0.01%
48
1124
$1K ﹤0.01%
+61
1125
$1K ﹤0.01%
1,000
43 44
45
46 47