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
876
$6K ﹤0.01%
37
877
$6K ﹤0.01%
44
878
$6K ﹤0.01%
122
879
$6K ﹤0.01%
17
+9
880
$6K ﹤0.01%
271
881
$6K ﹤0.01%
1,090
+575
882
$6K ﹤0.01%
72
+11
883
$6K ﹤0.01%
55
884
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282
885
$6K ﹤0.01%
32
886
$6K ﹤0.01%
37
-2
887
$6K ﹤0.01%
706
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888
$6K ﹤0.01%
304
-1,070
889
$6K ﹤0.01%
130
-50
890
$6K ﹤0.01%
28
891
$6K ﹤0.01%
94
892
$6K ﹤0.01%
17
893
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894
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380
895
$6K ﹤0.01%
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$6K ﹤0.01%
120
897
$5K ﹤0.01%
232
898
$5K ﹤0.01%
329
899
$5K ﹤0.01%
66
+9
900
$5K ﹤0.01%
68
34 35
36
37 38