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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
1076
$3K ﹤0.01%
83
1077
$3K ﹤0.01%
24
1078
$3K ﹤0.01%
94
1079
$3K ﹤0.01%
87
1080
$3K ﹤0.01%
+231
1081
$3K ﹤0.01%
748
1082
$3K ﹤0.01%
57
1083
$3K ﹤0.01%
31
1084
$3K ﹤0.01%
38
+12
1085
$3K ﹤0.01%
+19
1086
$3K ﹤0.01%
104
1087
$3K ﹤0.01%
30
+6
1088
$3K ﹤0.01%
40
1089
$3K ﹤0.01%
+131
1090
$3K ﹤0.01%
+102
1091
$2K ﹤0.01%
+11
1092
$2K ﹤0.01%
39
1093
$2K ﹤0.01%
473
1094
$2K ﹤0.01%
29
1095
$2K ﹤0.01%
25
1096
$2K ﹤0.01%
6
1097
$2K ﹤0.01%
28
1098
$2K ﹤0.01%
35
+1
1099
$2K ﹤0.01%
+21
1100
$2K ﹤0.01%
15
42 43
44
45 46