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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
1201
$1K ﹤0.01%
+278
1202
$1K ﹤0.01%
58
-672
1203
$1K ﹤0.01%
+25
1204
$1K ﹤0.01%
120
1205
$1K ﹤0.01%
7
1206
$1K ﹤0.01%
6
+3
1207
$1K ﹤0.01%
27
-12
1208
$1K ﹤0.01%
+6
1209
$1K ﹤0.01%
18
1210
$1K ﹤0.01%
+2
1211
$1K ﹤0.01%
+26
1212
$1K ﹤0.01%
184
1213
$1K ﹤0.01%
50
-129
1214
$1K ﹤0.01%
31
-273
1215
$1K ﹤0.01%
+54
1216
$1K ﹤0.01%
14
1217
$1K ﹤0.01%
46
-20
1218
$1K ﹤0.01%
+6
1219
$1K ﹤0.01%
15
1220
$1K ﹤0.01%
6
1221
$1K ﹤0.01%
+8
1222
$1K ﹤0.01%
+45
1223
$1K ﹤0.01%
8
1224
$1K ﹤0.01%
17
1225
$1K ﹤0.01%
51
-67
47 48
49
50 51