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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
$460M
AUM Growth
+$2.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,256
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$476K
3
+$282K
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$239K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$200K

Top Sells

1
+$1.45M
2
+$1.1M
3
+$813K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$590K
5
CINF icon
Cincinnati Financial
CINF
+$571K

Sector Composition

1 Financials 9.72%
2 Consumer Staples 4.85%
3 Healthcare 4.25%
4 Technology 4.2%
5 Industrials 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$1K ﹤0.01%
+82
1127
$1K ﹤0.01%
6
1128
$1K ﹤0.01%
255
1129
$1K ﹤0.01%
+265
1130
$1K ﹤0.01%
+10
1131
$1K ﹤0.01%
60
+55
1132
$1K ﹤0.01%
95
-2
1133
$1K ﹤0.01%
+24
1134
– –
-8
1135
– –
-79
1136
– –
-458
1137
– –
-6,652
1138
– –
0
1139
– –
0
1140
$0 ﹤0.01%
96
-60
1141
$0 ﹤0.01%
3
1142
– –
-40
1143
– –
-81
1144
– –
-18
1145
– –
-150
1146
– –
-41
1147
$0 ﹤0.01%
17
1148
$0 ﹤0.01%
17
1149
$0 ﹤0.01%
2
1150
– –
-819
44 45
46
47 48