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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
$526M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,396
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$992K
3
+$324K
4
LMT icon
Lockheed Martin
LMT
+$297K
5
EXC icon
Exelon
EXC
+$217K

Top Sells

1
+$3.54M
2
+$1.32M
3
+$1.14M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$979K
5
BND icon
Vanguard Total Bond Market
BND
+$793K

Sector Composition

1 Financials 6.08%
2 Technology 4.49%
3 Consumer Staples 3.98%
4 Healthcare 3.22%
5 Consumer Discretionary 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$4K ﹤0.01%
205
902
$4K ﹤0.01%
31
903
$4K ﹤0.01%
114
904
$4K ﹤0.01%
44
+10
905
$4K ﹤0.01%
84
906
$4K ﹤0.01%
45
+25
907
$4K ﹤0.01%
122
908
$4K ﹤0.01%
1
909
$4K ﹤0.01%
40
-6
910
$4K ﹤0.01%
200
911
$4K ﹤0.01%
92
912
$4K ﹤0.01%
29
913
$4K ﹤0.01%
95
-10
914
$4K ﹤0.01%
326
+148
915
$4K ﹤0.01%
222
916
$4K ﹤0.01%
94
+16
917
$4K ﹤0.01%
96
+18
918
$4K ﹤0.01%
26
919
$4K ﹤0.01%
14
920
$4K ﹤0.01%
27
921
$4K ﹤0.01%
67
-19
922
$4K ﹤0.01%
380
923
$4K ﹤0.01%
48
-29
924
$4K ﹤0.01%
26
+18
925
$4K ﹤0.01%
155
-3
35 36
37
38 39