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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
926
$4K ﹤0.01%
280
927
$4K ﹤0.01%
46
928
$4K ﹤0.01%
406
-100
929
$4K ﹤0.01%
200
-266
930
$4K ﹤0.01%
226
931
$4K ﹤0.01%
263
-95
932
$4K ﹤0.01%
31
+15
933
$4K ﹤0.01%
89
934
$4K ﹤0.01%
189
935
$4K ﹤0.01%
53
+27
936
$4K ﹤0.01%
98
937
$4K ﹤0.01%
134
+27
938
$4K ﹤0.01%
15
+3
939
$4K ﹤0.01%
10
+2
940
$4K ﹤0.01%
10
+2
941
$4K ﹤0.01%
+47
942
$4K ﹤0.01%
93
943
$4K ﹤0.01%
98
+40
944
$4K ﹤0.01%
100
945
$4K ﹤0.01%
61
-123
946
$4K ﹤0.01%
284
947
$4K ﹤0.01%
104
+23
948
$3K ﹤0.01%
53
949
$3K ﹤0.01%
65
950
$3K ﹤0.01%
20
36 37
38
39 40