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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
$396M
AUM Growth
-$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,395
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$4.96M
3
+$3.97M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.39M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.33M

Top Sells

1
+$2.01M
2
+$1.29M
3
+$756K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$569K
5
RWX icon
State Street SPDR Dow Jones International Real Estate ETF
RWX
+$503K

Sector Composition

1 Financials 6.53%
2 Consumer Staples 4.87%
3 Technology 4.41%
4 Healthcare 4.21%
5 Industrials 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$1K ﹤0.01%
43
1152
$1K ﹤0.01%
+189
1153
$1K ﹤0.01%
40
-72
1154
$1K ﹤0.01%
+36
1155
$1K ﹤0.01%
18
+4
1156
$1K ﹤0.01%
20
+13
1157
$1K ﹤0.01%
+24
1158
$1K ﹤0.01%
+42
1159
$1K ﹤0.01%
+2
1160
$1K ﹤0.01%
+9
1161
$1K ﹤0.01%
+748
1162
$1K ﹤0.01%
+209
1163
$1K ﹤0.01%
+190
1164
$1K ﹤0.01%
+15
1165
$1K ﹤0.01%
76
+32
1166
$1K ﹤0.01%
+9
1167
$1K ﹤0.01%
+84
1168
$1K ﹤0.01%
+24
1169
$1K ﹤0.01%
+41
1170
$1K ﹤0.01%
11
-89
1171
$1K ﹤0.01%
+15
1172
$1K ﹤0.01%
27
+8
1173
$1K ﹤0.01%
+13
1174
$1K ﹤0.01%
65
1175
$1K ﹤0.01%
+56
45 46
47
48 49