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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
$158M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,316
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$800K
3
+$499K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$435K
5
LNC icon
Lincoln National
LNC
+$316K

Top Sells

1
+$585K
2
+$392K
3
+$366K
4
URBN icon
Urban Outfitters
URBN
+$316K
5
EBAY icon
eBay
EBAY
+$302K

Sector Composition

1 Financials 17.12%
2 Healthcare 8.34%
3 Consumer Staples 6.34%
4 Energy 6.16%
5 Industrials 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$1K ﹤0.01%
158
1227
$1K ﹤0.01%
+69
1228
$1K ﹤0.01%
18
1229
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+9
1230
$1K ﹤0.01%
+39
1231
$1K ﹤0.01%
+79
1232
$1K ﹤0.01%
+11
1233
$1K ﹤0.01%
21
1234
$1K ﹤0.01%
15
1235
$1K ﹤0.01%
11
1236
$1K ﹤0.01%
22
1237
$1K ﹤0.01%
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1238
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1239
$1K ﹤0.01%
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1240
$1K ﹤0.01%
+65
1241
$1K ﹤0.01%
42
1242
$1K ﹤0.01%
92
1243
$1K ﹤0.01%
+123
1244
$1K ﹤0.01%
+13
1245
$1K ﹤0.01%
20
1246
$1K ﹤0.01%
+34
1247
– –
-27
1248
– –
-177
1249
– –
-30
1250
$0 ﹤0.01%
17
48 49
50
51 52