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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
$625M
AUM Growth
+$64.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,439
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$6.31M
3
+$5.01M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.58M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.31M

Top Sells

1
+$1.9M
2
+$1.53M
3
+$716K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$712K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$593K

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
$7K ﹤0.01%
40
+5
827
$7K ﹤0.01%
78
828
$7K ﹤0.01%
41
829
$7K ﹤0.01%
96
830
$7K ﹤0.01%
111
831
$7K ﹤0.01%
240
832
$7K ﹤0.01%
518
833
$7K ﹤0.01%
131
+53
834
$7K ﹤0.01%
24
+10
835
$7K ﹤0.01%
119
+29
836
$7K ﹤0.01%
91
-55
837
$7K ﹤0.01%
20
838
$7K ﹤0.01%
284
839
$7K ﹤0.01%
138
840
$7K ﹤0.01%
61
841
$7K ﹤0.01%
93
+54
842
$7K ﹤0.01%
429
843
$7K ﹤0.01%
70
+28
844
$7K ﹤0.01%
293
845
$7K ﹤0.01%
36
846
$7K ﹤0.01%
50
847
$7K ﹤0.01%
78
848
$7K ﹤0.01%
743
849
$7K ﹤0.01%
76
850
$7K ﹤0.01%
66
-50
32 33
34
35 36