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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
1126
$1K ﹤0.01%
+6
1127
$1K ﹤0.01%
26
1128
$1K ﹤0.01%
26
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1129
$1K ﹤0.01%
+45
1130
$1K ﹤0.01%
36
1131
$1K ﹤0.01%
+56
1132
$1K ﹤0.01%
1,200
1133
$1K ﹤0.01%
47
1134
$1K ﹤0.01%
9
1135
$1K ﹤0.01%
+103
1136
– –
-50
1137
– –
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1138
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-55
1139
$0 ﹤0.01%
+8
1140
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1141
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-48
1142
$0 ﹤0.01%
14
1143
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1147
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1148
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-74
44 45
46
47 48