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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
$561M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,435
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$1.72M
3
+$1.48M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.02M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$943K

Top Sells

1
+$3.5M
2
+$1.95M
3
+$1.32M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.22M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.05M

Sector Composition

1 Financials 6.98%
2 Technology 4.52%
3 Consumer Staples 3.66%
4 Healthcare 3.09%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$7K ﹤0.01%
439
+200
852
$7K ﹤0.01%
89
+84
853
$6K ﹤0.01%
41
+6
854
$6K ﹤0.01%
41
+2
855
$6K ﹤0.01%
200
856
$6K ﹤0.01%
313
-49
857
$6K ﹤0.01%
81
858
$6K ﹤0.01%
65
+55
859
$6K ﹤0.01%
88
860
$6K ﹤0.01%
50
+35
861
$6K ﹤0.01%
76
862
$6K ﹤0.01%
210
863
$6K ﹤0.01%
84
864
$6K ﹤0.01%
+97
865
$6K ﹤0.01%
37
+6
866
$6K ﹤0.01%
44
867
$6K ﹤0.01%
165
868
$6K ﹤0.01%
417
869
$6K ﹤0.01%
71
-14
870
$6K ﹤0.01%
226
+198
871
$6K ﹤0.01%
+49
872
$6K ﹤0.01%
55
873
$6K ﹤0.01%
56
+12
874
$6K ﹤0.01%
132
+69
875
$6K ﹤0.01%
39
33 34
35
36 37