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
876
$2K ﹤0.01%
144
877
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42
878
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37
879
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67
880
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36
881
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118
882
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24
883
$2K ﹤0.01%
542
884
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+17
885
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91
886
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356
887
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+20
888
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288
889
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3
890
$2K ﹤0.01%
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891
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103
892
$2K ﹤0.01%
+75
893
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39
894
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116
895
$1K ﹤0.01%
24
896
$1K ﹤0.01%
240
897
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18
898
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23
-19
899
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17
-19
900
$1K ﹤0.01%
16
+10
34 35
36
37 38