EBT

Enterprise Bank & Trust Portfolio holdings

AUM $267M
1-Year Est. Return 13.99%
This Quarter Est. Return
1 Year Est. Return
+13.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$23.8M
2 +$22.3M
3 +$15.1M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$11.2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.9M

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.41%
2 Technology 7.1%
3 Healthcare 6.98%
4 Consumer Discretionary 6.34%
5 Communication Services 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$188K 0.08%
+6,092
102
$183K 0.08%
+41,338
103
$180K 0.07%
+25,666
104
$174K 0.07%
+10,645
105
$45K 0.02%
+15,000