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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
951
$3K ﹤0.01%
2,105
952
$3K ﹤0.01%
97
-69
953
$3K ﹤0.01%
296
+157
954
$3K ﹤0.01%
83
955
$3K ﹤0.01%
9
+7
956
$3K ﹤0.01%
24
957
$3K ﹤0.01%
51
958
$3K ﹤0.01%
69
+47
959
$3K ﹤0.01%
59
960
$3K ﹤0.01%
22
961
$3K ﹤0.01%
87
962
$3K ﹤0.01%
748
963
$3K ﹤0.01%
6
-1
964
$3K ﹤0.01%
65
-3
965
$3K ﹤0.01%
32
966
$3K ﹤0.01%
22
967
$3K ﹤0.01%
28
968
$3K ﹤0.01%
56
+15
969
$3K ﹤0.01%
226
+54
970
$3K ﹤0.01%
592
971
$3K ﹤0.01%
13
972
$3K ﹤0.01%
150
-92
973
$3K ﹤0.01%
56
-34
974
$3K ﹤0.01%
96
975
$3K ﹤0.01%
204
37 38
39
40 41