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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
$464M
AUM Growth
+$67.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,428
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$13.9M
3
+$7.69M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.56M
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$4.19M

Top Sells

1
+$25.1M
2
+$15.2M
3
+$8.01M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$4.77M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$4.55M

Sector Composition

1 Financials 5.89%
2 Technology 4.98%
3 Consumer Staples 4.24%
4 Healthcare 3.75%
5 Consumer Discretionary 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$1K ﹤0.01%
112
-101
1177
$1K ﹤0.01%
39
-271
1178
$1K ﹤0.01%
25
1179
$1K ﹤0.01%
4
-5
1180
$1K ﹤0.01%
38
-102
1181
$1K ﹤0.01%
21
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1182
$1K ﹤0.01%
49
1183
$1K ﹤0.01%
165
-625
1184
$1K ﹤0.01%
9
1185
$1K ﹤0.01%
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1186
$1K ﹤0.01%
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1187
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27
-29
1188
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44
+39
1189
$1K ﹤0.01%
14
-4
1190
$1K ﹤0.01%
+12
1191
$1K ﹤0.01%
113
1192
$1K ﹤0.01%
73
1193
$1K ﹤0.01%
26
1194
$1K ﹤0.01%
8
-2
1195
$1K ﹤0.01%
178
-118
1196
$1K ﹤0.01%
9
1197
$1K ﹤0.01%
36
+13
1198
$1K ﹤0.01%
44
-48
1199
$1K ﹤0.01%
+6
1200
$1K ﹤0.01%
+27
46 47
48
49 50