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
551
$24K ﹤0.01%
883
552
$24K ﹤0.01%
359
+350
553
$24K ﹤0.01%
53
+5
554
$24K ﹤0.01%
706
-27
555
$24K ﹤0.01%
103
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556
$24K ﹤0.01%
669
557
$23K ﹤0.01%
122
-16
558
$23K ﹤0.01%
518
+47
559
$23K ﹤0.01%
271
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560
$22K ﹤0.01%
108
+3
561
$22K ﹤0.01%
352
562
$22K ﹤0.01%
102
563
$22K ﹤0.01%
497
564
$22K ﹤0.01%
125
+8
565
$21K ﹤0.01%
135
-100
566
$21K ﹤0.01%
191
567
$21K ﹤0.01%
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568
$21K ﹤0.01%
192
-23
569
$21K ﹤0.01%
426
570
$21K ﹤0.01%
559
+36
571
$21K ﹤0.01%
621
572
$21K ﹤0.01%
15
+1
573
$21K ﹤0.01%
4,147
+1,619
574
$21K ﹤0.01%
590
+44
575
$21K ﹤0.01%
697
21 22
23
24 25