EFSCE

Enterprise Financial Services Corp (EFSC) Portfolio holdings

AUM $197M
1-Year Est. Return 19.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$197M
AUM Growth
+$2.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$928K
2
+$810K
3
+$480K
4
EFSC icon
Enterprise Financial Services Corp
EFSC
+$477K
5
VB icon
Vanguard Small-Cap ETF
VB
+$360K

Top Sells

1
+$919K
2
+$821K
3
+$737K
4
LNC icon
Lincoln National
LNC
+$400K
5
TER icon
Teradyne
TER
+$373K

Sector Composition

1 Financials 16.99%
2 Consumer Staples 8.34%
3 Healthcare 6.91%
4 Industrials 5.73%
5 Technology 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$10K 0.01%
155
602
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$9K ﹤0.01%
408
+268
604
$9K ﹤0.01%
242
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605
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146
-63
606
$9K ﹤0.01%
183
607
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216
608
$9K ﹤0.01%
148
609
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+316
610
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341
611
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237
+12
612
$9K ﹤0.01%
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613
$9K ﹤0.01%
39
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614
$9K ﹤0.01%
66
+21
615
$9K ﹤0.01%
278
616
$9K ﹤0.01%
165
-59
617
$9K ﹤0.01%
414
-433
618
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112
-43
619
$9K ﹤0.01%
30
+12
620
$9K ﹤0.01%
190
-2
621
$8K ﹤0.01%
107
+37
622
$8K ﹤0.01%
187
623
$8K ﹤0.01%
401
624
$8K ﹤0.01%
365
625
$8K ﹤0.01%
178
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