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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
$625M
AUM Growth
+$64.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,439
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$6.31M
3
+$5.01M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.58M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.31M

Top Sells

1
+$1.9M
2
+$1.53M
3
+$716K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$712K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$593K

Sector Composition

1 Financials 6.25%
2 Technology 4.42%
3 Consumer Staples 3.59%
4 Healthcare 3.06%
5 Consumer Discretionary 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$2K ﹤0.01%
13
-90
1127
$2K ﹤0.01%
21
1128
$2K ﹤0.01%
20
1129
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20
1130
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31
+14
1131
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1132
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1
1133
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8
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1135
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1136
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1137
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1138
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1139
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19
+7
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1141
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1142
$2K ﹤0.01%
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1143
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1144
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1145
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9
-52
1146
$2K ﹤0.01%
44
-93
1147
$2K ﹤0.01%
53
1148
$2K ﹤0.01%
111
1149
$2K ﹤0.01%
58
1150
$2K ﹤0.01%
67
44 45
46
47 48