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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
1151
– –
-6,700
1152
$0 ﹤0.01%
50
1153
– –
-41
1154
$0 ﹤0.01%
2
1155
$0 ﹤0.01%
5
1156
$0 ﹤0.01%
1
1157
$0 ﹤0.01%
3
1158
– –
-812
1159
– –
-30
1160
– –
-129
1161
– –
-13
1162
$0 ﹤0.01%
19
1163
– –
-32
1164
– –
-169
1165
– –
-29
1166
$0 ﹤0.01%
2
1167
– –
-159
1168
– –
-2,720
1169
– –
-468
1170
– –
-6,800
1171
– –
-328
1172
$0 ﹤0.01%
16
1173
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-157
1174
– –
-309
1175
– –
-27
45 46
47
48 49