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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
$561M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,435
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$1.72M
3
+$1.48M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.02M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$943K

Top Sells

1
+$3.5M
2
+$1.95M
3
+$1.32M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.22M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.05M

Sector Composition

1 Financials 6.98%
2 Technology 4.52%
3 Consumer Staples 3.66%
4 Healthcare 3.09%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$4K ﹤0.01%
75
+19
1002
$4K ﹤0.01%
155
1003
$4K ﹤0.01%
42
+31
1004
$4K ﹤0.01%
176
1005
$4K ﹤0.01%
154
-132
1006
$4K ﹤0.01%
21
+4
1007
$4K ﹤0.01%
2,810
+1,964
1008
$4K ﹤0.01%
86
-53
1009
$4K ﹤0.01%
204
1010
$4K ﹤0.01%
32
-8
1011
$3K ﹤0.01%
115
+31
1012
$3K ﹤0.01%
24
1013
$3K ﹤0.01%
65
1014
$3K ﹤0.01%
22
1015
$3K ﹤0.01%
29
1016
$3K ﹤0.01%
20
1017
$3K ﹤0.01%
19
+5
1018
$3K ﹤0.01%
32
1019
$3K ﹤0.01%
33
-9
1020
$3K ﹤0.01%
+37
1021
$3K ﹤0.01%
6
1022
$3K ﹤0.01%
65
1023
$3K ﹤0.01%
22
1024
$3K ﹤0.01%
+70
1025
$3K ﹤0.01%
28
39 40
41
42 43