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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
$439M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,221
New
Increased
Reduced
Closed

Top Buys

1
+$549K
2
+$202K
3
+$189K
4
VB icon
Vanguard Small-Cap ETF
VB
+$173K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$141K

Top Sells

1
+$3.93M
2
+$1.48M
3
+$1.17M
4
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$1.08M
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$973K

Sector Composition

1 Financials 9.02%
2 Consumer Staples 5.11%
3 Healthcare 4.05%
4 Technology 3.97%
5 Industrials 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$224K 0.05%
3,625
-33
202
$221K 0.05%
1,980
+308
203
$217K 0.05%
2,365
-80
204
$217K 0.05%
4,663
+1,423
205
$217K 0.05%
7,425
+18
206
$213K 0.05%
1,649
+118
207
$212K 0.05%
957
-52
208
$212K 0.05%
8,400
-580
209
$209K 0.05%
8,610
210
$209K 0.05%
2,391
211
$208K 0.05%
6,434
+200
212
$206K 0.05%
5,110
213
$201K 0.05%
11,656
214
$187K 0.04%
9,756
-241
215
$183K 0.04%
10,250
216
$175K 0.04%
11,100
217
$174K 0.04%
1,254
-21
218
$172K 0.04%
2,800
219
$170K 0.04%
1,437
+10
220
$166K 0.04%
3,309
+294
221
$165K 0.04%
4,210
-130
222
$164K 0.04%
4,220
-1,436
223
$162K 0.04%
2,950
224
$160K 0.04%
952
+250
225
$160K 0.04%
1,055
+14
7 8
9
10 11