EFSCE

Enterprise Financial Services Corp (EFSC) Portfolio holdings

AUM $194M
1-Year Est. Return 19.16%
This Quarter Est. Return
1 Year Est. Return
+19.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$625M
AUM Growth
+$64.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,439
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$6.31M
3
+$5.04M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.68M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.4M

Top Sells

1
+$1.95M
2
+$1.57M
3
+$706K
4
EFSC icon
Enterprise Financial Services Corp
EFSC
+$678K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$592K

Sector Composition

1 Financials 6.25%
2 Technology 4.42%
3 Consumer Staples 3.59%
4 Healthcare 3.06%
5 Consumer Discretionary 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
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500
-200
427
$41K 0.01%
+644
428
$41K 0.01%
131
429
$41K 0.01%
837
430
$40K 0.01%
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431
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113
432
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6,201
-514
433
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163
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434
$39K 0.01%
2,043
435
$39K 0.01%
600
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436
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407
437
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438
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311
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439
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440
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$38K 0.01%
1,331
443
$38K 0.01%
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$38K 0.01%
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445
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239
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$37K 0.01%
14,603
+13,745
448
$37K 0.01%
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449
$36K 0.01%
3,696
+278
450
$36K 0.01%
155
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16 17
18
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