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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
1051
$3K ﹤0.01%
37
1052
$3K ﹤0.01%
96
1053
$3K ﹤0.01%
101
1054
$3K ﹤0.01%
64
1055
$3K ﹤0.01%
174
1056
$3K ﹤0.01%
54
1057
$3K ﹤0.01%
102
1058
$3K ﹤0.01%
5
1059
$3K ﹤0.01%
631
-82
1060
$3K ﹤0.01%
25
-17
1061
$3K ﹤0.01%
75
1062
$3K ﹤0.01%
62
1063
$3K ﹤0.01%
+18
1064
$3K ﹤0.01%
+97
1065
$3K ﹤0.01%
124
1066
$3K ﹤0.01%
40
1067
$3K ﹤0.01%
75
1068
$3K ﹤0.01%
341
1069
$3K ﹤0.01%
84
1070
$3K ﹤0.01%
28
+19
1071
$3K ﹤0.01%
53
1072
$3K ﹤0.01%
2,105
1073
$3K ﹤0.01%
97
1074
$3K ﹤0.01%
60
1075
$3K ﹤0.01%
216
41 42
43
44 45