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
826
$8K ﹤0.01%
241
827
$7K ﹤0.01%
40
+5
828
$7K ﹤0.01%
78
829
$7K ﹤0.01%
41
830
$7K ﹤0.01%
96
831
$7K ﹤0.01%
293
832
$7K ﹤0.01%
36
833
$7K ﹤0.01%
50
834
$7K ﹤0.01%
78
835
$7K ﹤0.01%
743
836
$7K ﹤0.01%
76
837
$7K ﹤0.01%
66
-50
838
$7K ﹤0.01%
120
-30
839
$7K ﹤0.01%
61
840
$7K ﹤0.01%
19
+9
841
$7K ﹤0.01%
47
+4
842
$7K ﹤0.01%
71
843
$7K ﹤0.01%
84
844
$7K ﹤0.01%
132
845
$7K ﹤0.01%
43
+16
846
$7K ﹤0.01%
111
847
$7K ﹤0.01%
240
848
$7K ﹤0.01%
518
849
$7K ﹤0.01%
131
+53
850
$7K ﹤0.01%
24
+10
32 33
34
35 36