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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
1126
$2K ﹤0.01%
11
1127
$2K ﹤0.01%
21
1128
$2K ﹤0.01%
20
-25
1129
$2K ﹤0.01%
20
1130
$2K ﹤0.01%
858
1131
$2K ﹤0.01%
143
1132
$2K ﹤0.01%
22
1133
$2K ﹤0.01%
8
+6
1134
$2K ﹤0.01%
134
1135
$2K ﹤0.01%
2
-1
1136
$2K ﹤0.01%
9
1137
$2K ﹤0.01%
33
1138
$2K ﹤0.01%
32
1139
$2K ﹤0.01%
27
1140
$2K ﹤0.01%
10
1141
$2K ﹤0.01%
463
1142
$2K ﹤0.01%
+85
1143
$2K ﹤0.01%
113
1144
$2K ﹤0.01%
26
1145
$2K ﹤0.01%
100
1146
$2K ﹤0.01%
59
1147
$2K ﹤0.01%
399
+247
1148
$2K ﹤0.01%
23
-9
1149
$2K ﹤0.01%
58
1150
$2K ﹤0.01%
+17
44 45
46
47 48