EFSCE

Enterprise Financial Services Corp (EFSC) Portfolio holdings

AUM $194M
1-Year Est. Return 19.16%
This Quarter Est. Return
1 Year Est. Return
+19.16%
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
+$14.1M
2
+$6.31M
3
+$5.04M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.68M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.4M

Top Sells

1
+$1.95M
2
+$1.57M
3
+$706K
4
EFSC icon
Enterprise Financial Services Corp
EFSC
+$678K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$592K

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%
20
1127
$2K ﹤0.01%
20
1128
$2K ﹤0.01%
31
+14
1129
$2K ﹤0.01%
134
1130
$2K ﹤0.01%
1
1131
$2K ﹤0.01%
8
-9
1132
$2K ﹤0.01%
2
1133
$2K ﹤0.01%
9
1134
$2K ﹤0.01%
50
1135
$2K ﹤0.01%
35
1136
$2K ﹤0.01%
+189
1137
$2K ﹤0.01%
19
+7
1138
$2K ﹤0.01%
27
1139
$2K ﹤0.01%
+36
1140
$2K ﹤0.01%
463
1141
$2K ﹤0.01%
113
1142
$2K ﹤0.01%
26
1143
$2K ﹤0.01%
9
-52
1144
$2K ﹤0.01%
44
-93
1145
$2K ﹤0.01%
53
1146
$2K ﹤0.01%
111
1147
$2K ﹤0.01%
58
1148
$2K ﹤0.01%
67
1149
$2K ﹤0.01%
77
-24
1150
$2K ﹤0.01%
120
44 45
46
47 48