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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
1001
$3K ﹤0.01%
184
1002
$3K ﹤0.01%
5
1003
$3K ﹤0.01%
20
+12
1004
$3K ﹤0.01%
75
1005
$3K ﹤0.01%
+19
1006
$3K ﹤0.01%
+300
1007
$3K ﹤0.01%
41
1008
$3K ﹤0.01%
62
1009
$3K ﹤0.01%
68
-278
1010
$3K ﹤0.01%
124
1011
$3K ﹤0.01%
339
1012
$3K ﹤0.01%
40
1013
$3K ﹤0.01%
75
1014
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1015
$3K ﹤0.01%
84
-62
1016
$3K ﹤0.01%
65
1017
$3K ﹤0.01%
232
-85
1018
$3K ﹤0.01%
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1019
$3K ﹤0.01%
10
-4
1020
$3K ﹤0.01%
34
1021
$3K ﹤0.01%
20
1022
$3K ﹤0.01%
32
1023
$3K ﹤0.01%
78
+37
1024
$3K ﹤0.01%
114
1025
$3K ﹤0.01%
80
+55
39 40
41
42 43