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
576
$21K ﹤0.01%
625
+25
577
$21K ﹤0.01%
132
-4
578
$20K ﹤0.01%
600
+195
579
$20K ﹤0.01%
263
580
$20K ﹤0.01%
592
581
$20K ﹤0.01%
84
+5
582
$20K ﹤0.01%
158
583
$20K ﹤0.01%
753
+182
584
$20K ﹤0.01%
1,178
+168
585
$20K ﹤0.01%
2,086
+87
586
$20K ﹤0.01%
101
-11
587
$20K ﹤0.01%
399
588
$19K ﹤0.01%
143
-184
589
$19K ﹤0.01%
188
+49
590
$19K ﹤0.01%
818
+136
591
$19K ﹤0.01%
1,409
592
$19K ﹤0.01%
5
-1
593
$19K ﹤0.01%
949
+157
594
$19K ﹤0.01%
138
595
$19K ﹤0.01%
1,154
596
$18K ﹤0.01%
145
-31
597
$18K ﹤0.01%
349
598
$18K ﹤0.01%
361
+29
599
$18K ﹤0.01%
547
600
$18K ﹤0.01%
793
22 23
24
25 26