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
901
$5K ﹤0.01%
88
+35
902
$5K ﹤0.01%
280
903
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46
904
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38
905
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200
906
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88
907
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41
-28
908
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29
+25
909
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29
910
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89
911
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55
+29
912
$5K ﹤0.01%
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913
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92
914
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74
-10
915
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150
916
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20
917
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1,043
918
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262
919
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70
-932
920
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15
921
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93
922
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98
923
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23
+4
924
$5K ﹤0.01%
1
925
$5K ﹤0.01%
200
35 36
37
38 39