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
851
$2K ﹤0.01%
43
852
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24
853
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854
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118
-64
855
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3
856
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22
+19
857
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37
858
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34
859
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860
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74
861
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31
862
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863
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+17
864
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865
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9
866
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30
867
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112
868
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71
-124
869
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870
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92
871
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872
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34
-112
873
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53
-7
874
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262
-680
875
$2K ﹤0.01%
65
33 34
35
36 37