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EFSCE

Enterprise Financial Services Corp (EFSC) Portfolio holdings

AUM $197M
1-Year Est. Return 19.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$526M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,396
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$992K
3
+$324K
4
LMT icon
Lockheed Martin
LMT
+$297K
5
EXC icon
Exelon
EXC
+$217K

Top Sells

1
+$3.54M
2
+$1.32M
3
+$1.14M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$979K
5
BND icon
Vanguard Total Bond Market
BND
+$793K

Sector Composition

1 Financials 6.08%
2 Technology 4.49%
3 Consumer Staples 3.98%
4 Healthcare 3.22%
5 Consumer Discretionary 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$10K ﹤0.01%
42
+20
702
$10K ﹤0.01%
278
703
$10K ﹤0.01%
51
-26
704
$10K ﹤0.01%
39
+3
705
$10K ﹤0.01%
713
+93
706
$10K ﹤0.01%
137
707
$10K ﹤0.01%
143
-92
708
$10K ﹤0.01%
96
+8
709
$10K ﹤0.01%
119
710
$10K ﹤0.01%
72
+9
711
$10K ﹤0.01%
75
+7
712
$10K ﹤0.01%
268
-42
713
$10K ﹤0.01%
77
+7
714
$10K ﹤0.01%
793
-127
715
$10K ﹤0.01%
106
716
$10K ﹤0.01%
331
717
$10K ﹤0.01%
+400
718
$10K ﹤0.01%
46
-454
719
$9K ﹤0.01%
69
+6
720
$9K ﹤0.01%
16
721
$9K ﹤0.01%
207
722
$9K ﹤0.01%
72
-29
723
$9K ﹤0.01%
54
724
$9K ﹤0.01%
191
+47
725
$9K ﹤0.01%
62
27 28
29
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