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
776
$9K ﹤0.01%
63
-41
777
$9K ﹤0.01%
53
778
$9K ﹤0.01%
165
779
$9K ﹤0.01%
178
780
$9K ﹤0.01%
56
-15
781
$9K ﹤0.01%
148
-11
782
$9K ﹤0.01%
566
+336
783
$9K ﹤0.01%
35
784
$9K ﹤0.01%
112
-7
785
$9K ﹤0.01%
+21
786
$9K ﹤0.01%
23
787
$9K ﹤0.01%
1,054
+106
788
$9K ﹤0.01%
28
+8
789
$9K ﹤0.01%
139
790
$9K ﹤0.01%
140
+17
791
$9K ﹤0.01%
1,114
+221
792
$9K ﹤0.01%
852
793
$9K ﹤0.01%
37
+23
794
$9K ﹤0.01%
57
+39
795
$8K ﹤0.01%
47
+13
796
$8K ﹤0.01%
202
797
$8K ﹤0.01%
333
798
$8K ﹤0.01%
96
+32
799
$8K ﹤0.01%
5,954
+3,849
800
$8K ﹤0.01%
474
30 31
32
33 34